+953.3%
ASX vs HUBS
+323.9%
+629.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +5.2% | -9.0% | +14.2% | +7.3% |
| 30D | +0.5% | +7.2% | -6.8% | -1.9% |
| 3M | +8.3% | +20.9% | -12.5% | -0.1% |
| 6M | +82.0% | -13.0% | +95.1% | +76.9% |
| YTD | +147.6% | -43.8% | +191.5% | +167.1% |
| 1Y | +258.8% | -54.6% | +313.5% | +308.4% |
| 3Y | +452.1% | -58.5% | +510.5% | +525.6% |
| 5Y | +441.7% | -66.4% | +508.1% | +497.2% |
| All | +953.3% | +323.9% | +629.4% | +515.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling