+296.7%
B vs HUBS
+629.7%
-333.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.3% |
| 7D | +2.3% | -4.3% | +6.6% | +2.5% |
| 30D | +1.4% | +14.2% | -12.9% | +0.6% |
| 3M | +12.2% | +15.5% | -3.3% | +10.9% |
| 6M | -2.1% | -18.9% | +16.8% | -1.8% |
| YTD | +2.9% | -40.1% | +43.0% | +4.9% |
| 1Y | +55.3% | -51.8% | +107.1% | +60.2% |
| 3Y | +198.7% | -55.2% | +253.9% | +205.8% |
| 5Y | +153.8% | -64.7% | +218.4% | +155.7% |
| 10Y | +193.4% | +327.0% | -133.5% | +150.9% |
| All | +296.7% | +629.7% | -333.0% | +210.2% |
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