+1,003.0%
BE vs HUBS
+70.2%
+932.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +6.4% |
| 7D | +9.0% | -9.0% | +18.0% | +12.9% |
| 30D | +16.3% | +7.2% | +9.0% | +11.4% |
| 3M | +10.8% | +20.9% | -10.1% | -6.0% |
| 6M | +73.2% | -13.0% | +86.2% | +57.9% |
| YTD | +217.4% | -43.8% | +261.2% | +241.8% |
| 1Y | +309.8% | -54.6% | +364.4% | +381.1% |
| 3Y | +1,726.2% | -58.5% | +1,784.6% | +1,944.6% |
| 5Y | +1,306.2% | -66.4% | +1,372.6% | +1,495.0% |
| All | +1,003.0% | +70.2% | +932.8% | +250.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling