-57.6%
HUBS vs WM
+44.2%
-101.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -4.1% |
| 7D | -6.2% | -1.2% | -5.1% | -6.0% |
| 30D | +6.6% | -4.5% | +11.1% | +7.6% |
| 3M | +16.4% | -2.2% | +18.6% | +17.3% |
| 6M | -19.7% | -11.5% | -8.3% | -17.8% |
| YTD | -42.6% | -0.7% | -42.0% | -42.0% |
| 1Y | -54.2% | +0.3% | -54.5% | -53.7% |
| All | -57.6% | +44.2% | -101.8% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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