+10.6%
XLK vs HUBS
-56.6%
+67.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.4% | -2.6% | -8.0% |
| 7D | -14.0% | -14.4% | +0.5% | -13.9% |
| 30D | -19.6% | -5.6% | -14.0% | -19.6% |
| 3M | -12.6% | -18.1% | +5.5% | -12.5% |
| 6M | -1.7% | -16.7% | +15.0% | -1.3% |
| YTD | +13.2% | -48.9% | +62.1% | +19.9% |
| 1Y | +10.6% | -55.9% | +66.5% | +19.2% |
| All | +10.6% | -56.6% | +67.3% | +19.2% |
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