+146.5%
ASX vs HUBS
-54.7%
+201.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.2% | +0.3% | -4.7% |
| 7D | -14.6% | -13.0% | -1.6% | -16.7% |
| 30D | -21.1% | -1.8% | -19.3% | -21.2% |
| 3M | -3.1% | -13.0% | +9.9% | -3.8% |
| 6M | +17.4% | -12.4% | +29.8% | +21.0% |
| YTD | +135.3% | -46.0% | +181.3% | +155.2% |
| 1Y | +146.5% | -54.1% | +200.6% | +175.1% |
| All | +146.5% | -54.7% | +201.2% | +175.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling