+648.6%
HUBS vs XEL
+245.3%
+403.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -9.0% | -0.3% | -8.7% | -8.9% |
| 30D | +7.2% | -3.9% | +11.2% | +8.2% |
| 3M | +20.9% | -2.8% | +23.7% | +21.5% |
| 6M | -13.0% | -5.4% | -7.6% | -12.4% |
| YTD | -43.8% | +3.8% | -47.6% | -44.9% |
| 1Y | -54.6% | +6.8% | -61.5% | -55.9% |
| 3Y | -58.5% | +45.6% | -104.0% | -63.6% |
| 5Y | -66.4% | +30.7% | -97.1% | -69.6% |
| 10Y | +319.2% | +151.7% | +167.5% | +255.9% |
| All | +648.6% | +245.3% | +403.3% | +473.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling