+642.7%
HUBS vs WWD
+661.3%
-18.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.3% |
| 7D | -12.4% | -2.9% | -9.5% | -11.3% |
| 30D | +1.4% | -6.6% | +8.0% | +3.7% |
| 3M | +16.0% | -9.3% | +25.3% | +18.8% |
| 6M | -17.0% | -13.6% | -3.4% | -15.1% |
| YTD | -44.3% | +10.4% | -54.6% | -50.1% |
| 1Y | -54.3% | +39.9% | -94.2% | -63.9% |
| 3Y | -58.4% | +165.0% | -223.4% | -76.6% |
| 5Y | -66.7% | +183.8% | -250.5% | -82.1% |
| 10Y | +315.9% | +486.6% | -170.7% | +38.0% |
| All | +642.7% | +661.3% | -18.6% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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