+51.2%
JNJ vs HUBS
-54.7%
+105.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.2% | +8.0% | +3.8% |
| 7D | +1.9% | -13.0% | +14.9% | +1.8% |
| 30D | +9.2% | -1.8% | +11.0% | +9.3% |
| 3M | +8.9% | -13.0% | +21.9% | +8.8% |
| 6M | +24.6% | -12.4% | +37.0% | +24.5% |
| YTD | +35.7% | -46.0% | +81.7% | +34.2% |
| 1Y | +51.2% | -54.1% | +105.3% | +49.4% |
| All | +51.2% | -54.7% | +105.9% | +49.4% |
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