+136.1%
C vs HUBS
-67.3%
+203.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.9% |
| 7D | +0.3% | -12.4% | +12.6% | +2.1% |
| 30D | +2.0% | +1.4% | +0.6% | +1.3% |
| 3M | +4.4% | +16.0% | -11.6% | +0.6% |
| 6M | +28.3% | -17.0% | +45.3% | +28.7% |
| YTD | +20.5% | -44.3% | +64.8% | +28.5% |
| 1Y | +45.5% | -54.3% | +99.9% | +60.0% |
| 3Y | +274.0% | -58.4% | +332.4% | +311.8% |
| 5Y | +136.1% | -66.7% | +202.8% | +136.1% |
| All | +136.1% | -67.3% | +203.4% | +136.1% |
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 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