+664.8%
HUBS vs VRTX
+392.6%
+272.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.7% |
| 7D | -6.2% | -6.4% | +0.2% | -3.9% |
| 30D | +6.6% | -0.5% | +7.1% | +6.8% |
| 3M | +16.4% | +16.9% | -0.5% | +10.1% |
| 6M | -19.7% | +13.1% | -32.8% | -23.9% |
| YTD | -42.6% | +14.9% | -57.6% | -46.0% |
| 1Y | -54.2% | +31.4% | -85.6% | -59.0% |
| 3Y | -57.1% | +51.9% | -109.1% | -65.2% |
| 5Y | -66.2% | +177.1% | -243.3% | -78.6% |
| 10Y | +328.3% | +456.3% | -128.0% | +109.0% |
| All | +664.8% | +392.6% | +272.2% | +272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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