+29.9%
AAPL vs HUBS
-54.7%
+84.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.2% | +9.5% | +5.4% |
| 7D | +1.7% | -13.0% | +14.6% | +1.9% |
| 30D | +5.0% | -1.8% | +6.8% | +5.0% |
| 3M | +13.1% | -13.0% | +26.0% | +13.2% |
| 6M | +26.5% | -12.4% | +38.9% | +25.3% |
| YTD | +28.9% | -46.0% | +74.9% | +30.3% |
| 1Y | +29.9% | -54.1% | +84.0% | +33.3% |
| All | +29.9% | -54.7% | +84.6% | +33.3% |
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