-62.8%
HUBS vs VIK
+225.1%
-287.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.4% |
| 7D | -9.0% | -0.9% | -8.1% | -8.7% |
| 30D | +7.2% | -18.4% | +25.6% | +14.5% |
| 3M | +20.9% | -8.8% | +29.6% | +24.1% |
| 6M | -13.0% | +17.1% | -30.2% | -20.2% |
| YTD | -43.8% | +19.0% | -62.9% | -49.1% |
| 1Y | -54.6% | +30.1% | -84.8% | -60.7% |
| All | -62.8% | +225.1% | -287.9% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling