+1,013.5%
ASX vs HUBS
+629.7%
+383.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.9% | +9.0% | +6.7% |
| 7D | +6.3% | -4.3% | +10.6% | +7.2% |
| 30D | +6.4% | +14.2% | -7.8% | +2.7% |
| 3M | +13.1% | +15.5% | -2.4% | +6.1% |
| 6M | +90.3% | -18.9% | +109.2% | +89.0% |
| YTD | +149.6% | -40.1% | +189.7% | +164.0% |
| 1Y | +249.2% | -51.8% | +301.0% | +288.3% |
| 3Y | +445.9% | -55.2% | +501.1% | +503.6% |
| 5Y | +477.7% | -64.7% | +542.4% | +527.0% |
| 10Y | +913.4% | +327.0% | +586.4% | +506.5% |
| All | +1,013.5% | +629.7% | +383.8% | +466.4% |
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