-7.9%
SHW vs HUBS
-46.5%
+38.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.4% | +0.5% |
| 7D | -3.2% | -5.0% | +1.8% | -3.2% |
| 30D | -9.5% | -1.0% | -8.5% | -9.6% |
| 3M | +11.5% | +12.4% | -0.9% | +11.0% |
| 6M | -3.5% | -11.1% | +7.6% | -3.4% |
| YTD | +3.7% | -38.3% | +42.0% | +5.2% |
| 1Y | -7.9% | -46.7% | +38.8% | -5.9% |
| All | -7.9% | -46.5% | +38.6% | -5.9% |
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