+1,935.0%
ASML vs HUBS
+651.4%
+1,283.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.9% | +7.1% | +5.0% |
| 7D | +1.1% | -5.0% | +6.1% | +2.4% |
| 30D | +2.2% | -1.0% | +3.2% | +0.8% |
| 3M | -2.3% | +12.4% | -14.7% | -9.0% |
| 6M | +23.0% | -11.1% | +34.1% | +17.8% |
| YTD | +61.1% | -38.3% | +99.4% | +70.1% |
| 1Y | +129.1% | -46.7% | +175.8% | +150.6% |
| 3Y | +165.4% | -55.1% | +220.5% | +197.9% |
| 5Y | +109.5% | -64.8% | +174.3% | +134.4% |
| 10Y | +1,645.7% | +334.3% | +1,311.4% | +858.4% |
| All | +1,935.0% | +651.4% | +1,283.6% | +920.2% |
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