+9.3%
XYZ vs HUBS
-46.5%
+55.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.1% |
| 7D | -1.0% | -5.0% | +4.0% | +0.1% |
| 30D | -1.7% | -1.0% | -0.7% | -2.2% |
| 3M | +16.7% | +12.4% | +4.4% | +12.2% |
| 6M | +26.9% | -11.1% | +38.0% | +26.7% |
| YTD | +27.1% | -38.3% | +65.4% | +39.5% |
| 1Y | +9.3% | -46.7% | +55.9% | +24.6% |
| All | +9.3% | -46.5% | +55.7% | +24.6% |
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