-66.4%
HUBS vs WTW
+42.0%
-108.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -9.0% | -5.7% | -3.3% | -5.5% |
| 30D | +7.2% | -7.3% | +14.5% | +12.5% |
| 3M | +20.9% | +21.5% | -0.6% | +6.3% |
| 6M | -13.0% | +9.6% | -22.7% | -18.8% |
| YTD | -43.8% | -3.3% | -40.6% | -44.0% |
| 1Y | -54.6% | -6.1% | -48.5% | -54.0% |
| 3Y | -58.5% | +61.8% | -120.3% | -73.8% |
| All | -66.4% | +42.0% | -108.4% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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