+527.5%
APP vs HUBS
-58.1%
+585.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.6% |
| 7D | +4.6% | +8.3% | -3.7% | -0.2% |
| 30D | +56.0% | -4.0% | +60.0% | +56.4% |
| 3M | +30.8% | -9.7% | +40.5% | +32.2% |
| 6M | -9.8% | +21.4% | -31.2% | -28.3% |
| YTD | -39.3% | -45.9% | +6.6% | -23.6% |
| 1Y | -26.4% | -44.4% | +17.9% | -9.7% |
| 3Y | +887.9% | -49.7% | +937.6% | +1,128.9% |
| 5Y | +264.1% | -74.2% | +338.3% | +477.3% |
| All | +527.5% | -58.1% | +585.6% | +704.9% |
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 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