+1,368.5%
AAPL vs HUBS
+578.5%
+790.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.9% | +6.4% | +4.2% |
| 7D | -0.5% | -12.4% | +11.9% | +2.4% |
| 30D | +7.1% | +1.4% | +5.7% | +6.2% |
| 3M | +12.1% | +16.0% | -3.9% | +6.4% |
| 6M | +25.4% | -17.0% | +42.4% | +25.3% |
| YTD | +20.5% | -44.3% | +64.7% | +30.6% |
| 1Y | +44.5% | -54.3% | +98.8% | +63.1% |
| 3Y | +85.8% | -58.4% | +144.1% | +108.0% |
| 5Y | +124.8% | -66.7% | +191.4% | +145.3% |
| 10Y | +1,284.7% | +315.9% | +968.8% | +724.3% |
| All | +1,368.5% | +578.5% | +790.1% | +731.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling