+57.4%
JNJ vs HUBS
-46.5%
+103.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.8% | -1.2% |
| 7D | +2.7% | -5.0% | +7.7% | +2.6% |
| 30D | +7.4% | -1.0% | +8.4% | +7.3% |
| 3M | +21.2% | +12.4% | +8.9% | +21.4% |
| 6M | +13.4% | -11.1% | +24.5% | +13.1% |
| YTD | +35.1% | -38.3% | +73.4% | +32.5% |
| 1Y | +57.4% | -46.7% | +104.1% | +53.5% |
| All | +57.4% | -46.5% | +103.9% | +53.5% |
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