-73.1%
SMR vs HUBS
-46.5%
-26.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | +4.4% | -5.0% | +9.4% | +5.0% |
| 30D | +3.4% | -1.0% | +4.5% | +2.9% |
| 3M | -19.2% | +12.4% | -31.5% | -21.1% |
| 6M | -22.6% | -11.1% | -11.5% | -21.7% |
| YTD | -31.5% | -38.3% | +6.8% | -21.4% |
| 1Y | -73.1% | -46.7% | -26.4% | -65.1% |
| All | -73.1% | -46.5% | -26.6% | -65.1% |
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