+664.8%
HUBS vs WEC
+246.0%
+418.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -4.2% |
| 7D | -6.2% | +0.4% | -6.6% | -6.3% |
| 30D | +6.6% | +0.9% | +5.7% | +6.5% |
| 3M | +16.4% | -5.3% | +21.8% | +17.1% |
| 6M | -19.7% | -6.6% | -13.2% | -19.2% |
| YTD | -42.6% | +3.3% | -45.9% | -43.1% |
| 1Y | -54.2% | +2.1% | -56.2% | -54.5% |
| 3Y | -57.1% | +39.6% | -96.7% | -59.8% |
| 5Y | -66.2% | +31.2% | -97.4% | -68.1% |
| 10Y | +328.3% | +148.4% | +179.8% | +281.3% |
| All | +664.8% | +246.0% | +418.8% | +633.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling