-66.4%
HUBS vs WEC
+30.6%
-97.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -0.6% | -8.4% | -9.0% |
| 30D | +7.2% | -2.6% | +9.9% | +7.3% |
| 3M | +20.9% | -6.0% | +26.9% | +21.0% |
| 6M | -13.0% | -5.4% | -7.6% | -13.0% |
| YTD | -43.8% | +2.5% | -46.3% | -44.2% |
| 1Y | -54.6% | -0.7% | -53.9% | -54.8% |
| 3Y | -58.5% | +38.7% | -97.2% | -60.9% |
| All | -66.4% | +30.6% | -97.0% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling