+87.8%
AAPL vs HUBS
-58.2%
+146.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.7% |
| 7D | +3.8% | -9.0% | +12.8% | +5.0% |
| 30D | +9.9% | +7.2% | +2.7% | +8.7% |
| 3M | +12.5% | +20.9% | -8.4% | +8.6% |
| 6M | +27.6% | -13.0% | +40.7% | +27.1% |
| YTD | +22.6% | -43.8% | +66.4% | +32.7% |
| 1Y | +45.0% | -54.6% | +99.6% | +63.6% |
| 3Y | +87.8% | -58.5% | +146.2% | +111.1% |
| All | +87.8% | -58.2% | +146.0% | +111.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling