-40.9%
SE vs HUBS
-46.5%
+5.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.1% | -0.6% |
| 7D | -6.1% | -5.0% | -1.1% | -5.6% |
| 30D | -2.5% | -1.0% | -1.4% | -2.7% |
| 3M | +21.7% | +12.4% | +9.4% | +19.0% |
| 6M | +27.0% | -11.1% | +38.1% | +26.4% |
| YTD | -12.1% | -38.3% | +26.2% | -7.2% |
| 1Y | -40.9% | -46.7% | +5.8% | -36.3% |
| All | -40.9% | -46.5% | +5.5% | -36.3% |
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