+76.1%
XBI vs HUBS
-46.5%
+122.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.4% |
| 7D | +0.9% | -5.0% | +5.9% | +0.9% |
| 30D | +7.1% | -1.0% | +8.1% | +7.1% |
| 3M | +22.9% | +12.4% | +10.5% | +22.7% |
| 6M | +29.7% | -11.1% | +40.8% | +31.0% |
| YTD | +34.5% | -38.3% | +72.8% | +39.5% |
| 1Y | +76.1% | -46.7% | +122.7% | +84.2% |
| All | +76.1% | -46.5% | +122.5% | +84.2% |
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