-58.5%
HUBS vs WPM
+267.3%
-325.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +1.0% |
| 7D | -9.0% | -0.6% | -8.4% | -9.0% |
| 30D | +7.2% | +14.4% | -7.2% | +8.6% |
| 3M | +20.9% | +37.0% | -16.1% | +24.8% |
| 6M | -13.0% | +4.1% | -17.2% | -11.1% |
| YTD | -43.8% | +31.7% | -75.6% | -43.1% |
| 1Y | -54.6% | +44.2% | -98.8% | -54.2% |
| 3Y | -58.5% | +265.5% | -323.9% | -61.2% |
| All | -58.5% | +267.3% | -325.7% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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