-66.4%
HUBS vs XEL
+29.8%
-96.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -9.0% | -0.3% | -8.7% | -9.0% |
| 30D | +7.2% | -3.9% | +11.2% | +7.7% |
| 3M | +20.9% | -2.8% | +23.7% | +21.2% |
| 6M | -13.0% | -5.4% | -7.6% | -12.7% |
| YTD | -43.8% | +3.8% | -47.6% | -44.7% |
| 1Y | -54.6% | +6.8% | -61.5% | -55.7% |
| 3Y | -58.5% | +45.6% | -104.0% | -63.3% |
| All | -66.4% | +29.8% | -96.2% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling