+22.6%
IEFA vs HUBS
-46.5%
+69.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +0.1% |
| 7D | +0.6% | -5.0% | +5.6% | +0.5% |
| 30D | +1.0% | -1.0% | +2.1% | +1.1% |
| 3M | +4.7% | +12.4% | -7.6% | +5.0% |
| 6M | +8.6% | -11.1% | +19.7% | +9.2% |
| YTD | +14.8% | -38.3% | +53.1% | +16.8% |
| 1Y | +22.6% | -46.7% | +69.3% | +25.2% |
| All | +22.6% | -46.5% | +69.1% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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