+642.7%
HUBS vs WU
-19.5%
+662.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.6% |
| 7D | -12.4% | -5.0% | -7.4% | -10.4% |
| 30D | +1.4% | -2.3% | +3.6% | +2.5% |
| 3M | +16.0% | -3.2% | +19.2% | +16.4% |
| 6M | -17.0% | -25.0% | +8.0% | -7.4% |
| YTD | -44.3% | -21.7% | -22.6% | -39.1% |
| 1Y | -54.3% | -9.0% | -45.3% | -53.8% |
| 3Y | -58.4% | -28.9% | -29.5% | -54.4% |
| 5Y | -66.7% | -51.0% | -15.6% | -57.4% |
| 10Y | +315.9% | -40.1% | +356.0% | +326.3% |
| All | +642.7% | -19.5% | +662.2% | +517.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling