-58.5%
HUBS vs WEC
+39.2%
-97.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -0.6% | -8.4% | -9.1% |
| 30D | +7.2% | -2.6% | +9.9% | +6.5% |
| 3M | +20.9% | -6.0% | +26.9% | +19.3% |
| 6M | -13.0% | -5.4% | -7.6% | -13.7% |
| YTD | -43.8% | +2.5% | -46.3% | -43.6% |
| 1Y | -54.6% | -0.7% | -53.9% | -54.6% |
| 3Y | -58.5% | +38.7% | -97.2% | -56.9% |
| All | -58.5% | +39.2% | -97.6% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling