+332.6%
CAT vs HUBS
-66.4%
+399.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +0.6% | -9.0% | +9.6% | +1.0% |
| 30D | -4.3% | +7.2% | -11.6% | -4.9% |
| 3M | -8.6% | +20.9% | -29.5% | -10.4% |
| 6M | +16.1% | -13.0% | +29.2% | +16.0% |
| YTD | +43.8% | -43.8% | +87.6% | +50.6% |
| 1Y | +91.5% | -54.6% | +146.1% | +105.6% |
| 3Y | +202.7% | -58.5% | +261.2% | +225.4% |
| All | +332.6% | -66.4% | +399.0% | +333.6% |
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