+278.9%
ADP vs HUBS
+323.9%
-45.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -2.8% | -9.0% | +6.2% | -0.9% |
| 30D | +0.2% | +7.2% | -7.0% | -1.5% |
| 3M | +20.5% | +20.9% | -0.4% | +14.6% |
| 6M | +28.8% | -13.0% | +41.8% | +28.8% |
| YTD | +6.6% | -43.8% | +50.5% | +15.2% |
| 1Y | -6.9% | -54.6% | +47.7% | +4.2% |
| 3Y | +16.1% | -58.5% | +74.6% | +27.9% |
| 5Y | +49.3% | -66.4% | +115.8% | +60.5% |
| All | +278.9% | +323.9% | -45.0% | +132.6% |
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