+648.6%
HUBS vs XHB
+264.2%
+384.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.5% |
| 7D | -9.0% | -4.6% | -4.4% | -5.4% |
| 30D | +7.2% | -9.1% | +16.4% | +15.9% |
| 3M | +20.9% | -8.6% | +29.4% | +29.3% |
| 6M | -13.0% | -4.0% | -9.0% | -13.1% |
| YTD | -43.8% | -3.9% | -39.9% | -45.0% |
| 1Y | -54.6% | -16.5% | -38.2% | -50.0% |
| 3Y | -58.5% | +22.6% | -81.0% | -70.0% |
| 5Y | -66.4% | +33.9% | -100.3% | -77.1% |
| 10Y | +319.2% | +213.0% | +106.2% | +25.3% |
| All | +648.6% | +264.2% | +384.4% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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