+220.1%
XBI vs HUBS
+583.9%
-363.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -4.6% | -9.0% | +4.3% | -2.2% |
| 30D | -2.0% | +7.2% | -9.2% | -4.7% |
| 3M | +17.8% | +20.9% | -3.1% | +8.2% |
| 6M | +23.7% | -13.0% | +36.8% | +21.0% |
| YTD | +28.2% | -43.8% | +72.1% | +40.8% |
| 1Y | +64.0% | -54.6% | +118.6% | +90.0% |
| 3Y | +99.4% | -58.5% | +157.9% | +127.1% |
| 5Y | +19.3% | -66.4% | +85.7% | +33.6% |
| 10Y | +158.7% | +319.2% | -160.5% | +24.3% |
| All | +220.1% | +583.9% | -363.7% | +37.9% |
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