+27.6%
WMB vs HUBS
-54.3%
+81.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | -1.0% | -9.0% | +8.0% | -1.6% |
| 30D | -0.4% | +7.2% | -7.7% | 0.0% |
| 3M | +3.2% | +20.9% | -17.7% | +4.7% |
| 6M | +0.1% | -13.0% | +13.1% | +0.7% |
| YTD | +23.9% | -43.8% | +67.7% | +24.2% |
| 1Y | +27.6% | -54.6% | +82.2% | +29.0% |
| All | +27.6% | -54.3% | +81.9% | +29.0% |
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