+465.5%
ASX vs HUBS
-66.3%
+531.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.3% | +7.8% | +4.3% |
| 7D | +11.1% | -6.2% | +17.4% | +12.3% |
| 30D | +9.6% | +6.6% | +3.0% | +7.6% |
| 3M | +18.6% | +16.4% | +2.2% | +11.5% |
| 6M | +92.1% | -19.7% | +111.9% | +92.5% |
| YTD | +158.5% | -42.6% | +201.1% | +181.4% |
| 1Y | +271.9% | -54.2% | +326.1% | +329.6% |
| 3Y | +465.2% | -57.1% | +522.4% | +544.7% |
| All | +465.5% | -66.3% | +531.8% | +482.3% |
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