+197.7%
CAT vs HUBS
-58.6%
+256.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.2% |
| 7D | +0.6% | -12.4% | +13.0% | +0.8% |
| 30D | -4.5% | +1.4% | -5.9% | -4.6% |
| 3M | -5.8% | +16.0% | -21.8% | -6.6% |
| 6M | +12.7% | -17.0% | +29.7% | +14.6% |
| YTD | +41.4% | -44.3% | +85.7% | +54.2% |
| 1Y | +92.1% | -54.3% | +146.4% | +117.8% |
| All | +197.7% | -58.6% | +256.3% | +237.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling