+385.1%
BAC vs HUBS
+598.6%
-213.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.3% | +4.7% | +1.2% |
| 7D | +0.6% | -6.2% | +6.9% | +1.7% |
| 30D | -1.4% | +6.6% | -8.0% | -3.0% |
| 3M | +15.7% | +16.4% | -0.7% | +10.7% |
| 6M | +32.2% | -19.7% | +51.9% | +32.9% |
| YTD | +15.8% | -42.6% | +58.4% | +22.8% |
| 1Y | +27.3% | -54.2% | +81.4% | +40.0% |
| 3Y | +137.5% | -57.1% | +194.6% | +158.6% |
| 5Y | +73.1% | -66.2% | +139.3% | +84.2% |
| 10Y | +397.7% | +328.3% | +69.5% | +175.0% |
| All | +385.1% | +598.6% | -213.5% | +140.1% |
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