+95.4%
CAT vs HUBS
-46.5%
+141.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.7% | +1.3% |
| 7D | +1.7% | -5.0% | +6.7% | +1.0% |
| 30D | -6.6% | -1.0% | -5.5% | -6.0% |
| 3M | -13.3% | +12.4% | -25.7% | -9.6% |
| 6M | +11.6% | -11.1% | +22.7% | +15.7% |
| YTD | +42.9% | -38.3% | +81.2% | +48.0% |
| 1Y | +95.4% | -46.7% | +142.1% | +104.8% |
| All | +95.4% | -46.5% | +141.9% | +104.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling