-37.8%
U vs HUBS
-15.6%
-22.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +2.3% |
| 7D | +4.4% | -6.2% | +10.6% | +8.6% |
| 30D | -1.3% | +6.6% | -7.9% | -7.6% |
| 3M | +49.6% | +16.4% | +33.1% | +22.5% |
| 6M | +100.2% | -19.7% | +119.9% | +98.2% |
| YTD | -3.7% | -42.6% | +38.9% | +21.7% |
| 1Y | -6.5% | -54.2% | +47.7% | +37.8% |
| 3Y | +12.9% | -57.1% | +70.0% | +62.0% |
| 5Y | -68.3% | -66.2% | -2.0% | -51.1% |
| All | -37.8% | -15.6% | -22.2% | -56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling