+7.0%
WMT vs HUBS
-46.5%
+53.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.8% | -1.2% |
| 7D | +3.9% | -5.0% | +8.9% | +3.9% |
| 30D | -4.4% | -1.0% | -3.4% | -4.4% |
| 3M | -8.8% | +12.4% | -21.1% | -8.7% |
| 6M | -15.6% | -11.1% | -4.5% | -15.6% |
| YTD | -3.2% | -38.3% | +35.1% | -3.7% |
| 1Y | +7.0% | -46.7% | +53.7% | +6.5% |
| All | +7.0% | -46.5% | +53.5% | +6.5% |
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