-66.4%
HUBS vs WU
-51.3%
-15.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -9.0% | -3.5% | -5.5% | -7.9% |
| 30D | +7.2% | -2.9% | +10.2% | +8.5% |
| 3M | +20.9% | -2.3% | +23.1% | +20.9% |
| 6M | -13.0% | -25.4% | +12.3% | -5.1% |
| YTD | -43.8% | -21.2% | -22.6% | -39.8% |
| 1Y | -54.6% | -8.9% | -45.8% | -54.2% |
| 3Y | -58.5% | -29.0% | -29.5% | -55.4% |
| All | -66.4% | -51.3% | -15.0% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling