+20.7%
XYZ vs HUBS
-54.7%
+75.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -4.2% | +19.5% | +16.1% |
| 7D | +16.5% | -13.0% | +29.5% | +19.4% |
| 30D | +15.0% | -1.8% | +16.8% | +14.9% |
| 3M | +3.5% | -13.0% | +16.5% | +5.0% |
| 6M | +21.9% | -12.4% | +34.3% | +21.3% |
| YTD | +34.6% | -46.0% | +80.6% | +46.5% |
| 1Y | +20.7% | -54.1% | +74.8% | +33.5% |
| All | +20.7% | -54.7% | +75.4% | +33.5% |
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