+11.0%
XLF vs HUBS
-56.6%
+67.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.4% | +2.5% | -2.6% |
| 7D | +1.0% | -14.4% | +15.4% | +1.6% |
| 30D | +6.5% | -5.6% | +12.0% | +6.7% |
| 3M | -0.5% | -18.1% | +17.6% | +0.1% |
| 6M | +12.2% | -16.7% | +29.0% | +12.4% |
| YTD | +6.3% | -48.9% | +55.2% | +8.3% |
| 1Y | +11.0% | -55.9% | +66.9% | +14.5% |
| All | +11.0% | -56.6% | +67.7% | +14.5% |
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