+264.5%
C vs HUBS
+629.7%
-365.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.1% |
| 7D | +3.2% | -4.3% | +7.4% | +4.1% |
| 30D | +1.3% | +14.2% | -13.0% | -2.0% |
| 3M | +3.1% | +15.5% | -12.4% | -2.0% |
| 6M | +29.6% | -18.9% | +48.6% | +30.3% |
| YTD | +19.0% | -40.1% | +59.0% | +26.5% |
| 1Y | +45.6% | -51.8% | +97.4% | +61.6% |
| 3Y | +269.3% | -55.2% | +324.5% | +306.1% |
| 5Y | +131.6% | -64.7% | +196.2% | +148.0% |
| 10Y | +286.5% | +327.0% | -40.4% | +98.2% |
| All | +264.5% | +629.7% | -365.2% | +63.8% |
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