+156.7%
B vs HUBS
-67.3%
+224.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -2.4% |
| 7D | -5.0% | -12.4% | +7.3% | -4.7% |
| 30D | +8.7% | +1.4% | +7.3% | +8.6% |
| 3M | +17.3% | +16.0% | +1.4% | +16.3% |
| 6M | -5.0% | -17.0% | +11.9% | -4.7% |
| YTD | +1.4% | -44.3% | +45.7% | +4.1% |
| 1Y | +50.5% | -54.3% | +104.8% | +56.1% |
| 3Y | +194.4% | -58.4% | +252.7% | +202.6% |
| 5Y | +156.7% | -66.7% | +223.4% | +150.6% |
| All | +156.7% | -67.3% | +224.0% | +150.6% |
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