+112.4%
ASML vs HUBS
-66.3%
+178.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.3% | -1.0% |
| 7D | +2.8% | -6.2% | +9.0% | +4.2% |
| 30D | -0.2% | +6.6% | -6.8% | -2.5% |
| 3M | -2.6% | +16.4% | -19.0% | -9.6% |
| 6M | +27.9% | -19.7% | +47.6% | +27.6% |
| YTD | +62.4% | -42.6% | +105.1% | +79.0% |
| 1Y | +116.2% | -54.2% | +170.4% | +155.8% |
| 3Y | +182.4% | -57.1% | +239.5% | +227.6% |
| 5Y | +112.4% | -66.2% | +178.6% | +141.6% |
| All | +112.4% | -66.3% | +178.7% | +141.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling