+664.1%
APP vs HUBS
-58.2%
+722.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.7% |
| 7D | +1.1% | -9.0% | +10.1% | +5.3% |
| 30D | +6.6% | +7.2% | -0.6% | +1.7% |
| 3M | -32.3% | +20.9% | -53.2% | -39.8% |
| 6M | -29.8% | -13.0% | -16.8% | -29.1% |
| YTD | -51.9% | -43.8% | -8.1% | -38.7% |
| 1Y | -43.3% | -54.6% | +11.3% | -20.1% |
| 3Y | +664.1% | -58.5% | +722.5% | +1,080.5% |
| All | +664.1% | -58.2% | +722.3% | +1,080.5% |
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