-66.2%
HUBS vs WM
+51.0%
-117.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -4.0% |
| 7D | -6.2% | -1.2% | -5.1% | -5.7% |
| 30D | +6.6% | -4.5% | +11.1% | +8.9% |
| 3M | +16.4% | -2.2% | +18.6% | +17.7% |
| 6M | -19.7% | -11.5% | -8.3% | -15.1% |
| YTD | -42.6% | -0.7% | -42.0% | -42.4% |
| 1Y | -54.2% | +0.3% | -54.5% | -54.3% |
| 3Y | -57.1% | +44.2% | -101.3% | -67.7% |
| 5Y | -66.2% | +51.6% | -117.9% | -75.8% |
| All | -66.2% | +51.0% | -117.3% | -75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling