-58.5%
HUBS vs WSM
+230.1%
-288.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -9.0% | -0.5% | -8.5% | -8.9% |
| 30D | +7.2% | -7.7% | +15.0% | +9.1% |
| 3M | +20.9% | +3.8% | +17.1% | +20.0% |
| 6M | -13.0% | +22.7% | -35.7% | -17.1% |
| YTD | -43.8% | +28.0% | -71.9% | -47.2% |
| 1Y | -54.6% | +12.7% | -67.4% | -56.1% |
| 3Y | -58.5% | +231.3% | -289.7% | -70.9% |
| All | -58.5% | +230.1% | -288.5% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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