-55.9%
HUBS vs WU
-12.6%
-43.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +6.5% | -11.9% | -7.7% |
| 7D | -14.4% | +13.0% | -27.5% | -18.5% |
| 30D | -5.6% | +14.3% | -19.9% | -10.4% |
| 3M | -18.1% | +0.1% | -18.2% | -18.4% |
| 6M | -16.7% | -17.7% | +1.0% | -14.6% |
| YTD | -48.9% | -17.3% | -31.6% | -47.6% |
| 1Y | -55.9% | -11.1% | -44.8% | -53.1% |
| All | -55.9% | -12.6% | -43.3% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling