-12.5%
SPGI vs HUBS
-46.5%
+34.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.4% | -1.0% |
| 7D | +0.1% | -5.0% | +5.2% | +1.1% |
| 30D | +8.4% | -1.0% | +9.5% | +7.8% |
| 3M | +11.8% | +12.4% | -0.5% | +7.4% |
| 6M | +5.7% | -11.1% | +16.8% | +5.3% |
| YTD | -9.7% | -38.3% | +28.6% | -7.1% |
| 1Y | -12.5% | -46.7% | +34.2% | -9.1% |
| All | -12.5% | -46.5% | +34.0% | -9.1% |
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