-46.7%
HUBS vs XEL
+7.2%
-53.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.3% |
| 7D | -5.0% | -1.0% | -4.1% | -5.4% |
| 30D | -1.0% | -1.9% | +0.9% | -1.9% |
| 3M | +12.4% | -1.9% | +14.3% | +11.8% |
| 6M | -11.1% | -7.4% | -3.7% | -12.5% |
| YTD | -38.3% | +4.1% | -42.4% | -38.4% |
| 1Y | -46.7% | +8.0% | -54.7% | -47.1% |
| All | -46.7% | +7.2% | -53.9% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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