+69.8%
CB vs HUBS
-58.6%
+128.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.3% |
| 7D | -2.8% | -12.4% | +9.6% | -2.6% |
| 30D | -2.4% | +1.4% | -3.8% | -2.4% |
| 3M | +2.8% | +16.0% | -13.2% | +2.6% |
| 6M | +4.8% | -17.0% | +21.8% | +4.5% |
| YTD | +9.2% | -44.3% | +53.5% | +9.2% |
| 1Y | +22.8% | -54.3% | +77.1% | +23.0% |
| All | +69.8% | -58.6% | +128.3% | +71.1% |
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 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