-16.3%
UNH vs HUBS
-58.2%
+41.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.4% |
| 7D | -4.5% | -9.0% | +4.4% | -4.2% |
| 30D | -6.5% | +7.2% | -13.8% | -6.9% |
| 3M | -6.0% | +20.9% | -26.9% | -7.0% |
| 6M | +33.7% | -13.0% | +46.7% | +33.6% |
| YTD | +16.4% | -43.8% | +60.2% | +19.1% |
| 1Y | +10.1% | -54.6% | +64.7% | +13.8% |
| 3Y | -16.3% | -58.5% | +42.2% | -11.6% |
| All | -16.3% | -58.2% | +41.9% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling