+197.1%
ABT vs HUBS
+323.9%
-126.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | -5.9% | -9.0% | +3.1% | -4.6% |
| 30D | -8.1% | +7.2% | -15.3% | -9.3% |
| 3M | +14.5% | +20.9% | -6.3% | +10.1% |
| 6M | -6.3% | -13.0% | +6.7% | -6.7% |
| YTD | -17.1% | -43.8% | +26.7% | -12.4% |
| 1Y | -21.4% | -54.6% | +33.3% | -14.6% |
| 3Y | +5.9% | -58.5% | +64.4% | +13.0% |
| 5Y | -12.8% | -66.4% | +53.6% | -9.0% |
| All | +197.1% | +323.9% | -126.7% | +75.9% |
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