+1,082.0%
CAT vs HUBS
+629.7%
+452.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.4% |
| 7D | +5.6% | -4.3% | +9.8% | +6.1% |
| 30D | -2.3% | +14.2% | -16.6% | -4.4% |
| 3M | -10.0% | +15.5% | -25.5% | -13.0% |
| 6M | +21.2% | -18.9% | +40.2% | +21.3% |
| YTD | +44.4% | -40.1% | +84.5% | +50.3% |
| 1Y | +96.3% | -51.8% | +148.1% | +110.6% |
| 3Y | +203.9% | -55.2% | +259.2% | +224.7% |
| 5Y | +333.5% | -64.7% | +398.2% | +354.3% |
| 10Y | +1,126.0% | +327.0% | +799.1% | +610.5% |
| All | +1,082.0% | +629.7% | +452.3% | +518.1% |
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 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