+1,278.0%
AAPL vs HUBS
+323.9%
+954.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +3.8% | -9.0% | +12.8% | +6.1% |
| 30D | +9.9% | +7.2% | +2.7% | +7.5% |
| 3M | +12.5% | +20.9% | -8.4% | +5.2% |
| 6M | +27.6% | -13.0% | +40.7% | +25.9% |
| YTD | +22.6% | -43.8% | +66.4% | +33.6% |
| 1Y | +45.0% | -54.6% | +99.6% | +65.9% |
| 3Y | +87.8% | -58.5% | +146.2% | +112.3% |
| 5Y | +128.7% | -66.4% | +195.1% | +150.8% |
| All | +1,278.0% | +323.9% | +954.1% | +616.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling