+107.8%
CB vs HUBS
-74.1%
+181.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.1% |
| 7D | +2.9% | +8.3% | -5.4% | +2.7% |
| 30D | +7.3% | -4.0% | +11.3% | +7.4% |
| 3M | +9.4% | -9.7% | +19.1% | +9.6% |
| 6M | +19.6% | +21.4% | -1.7% | +18.4% |
| YTD | +21.5% | -45.9% | +67.3% | +22.9% |
| 1Y | +28.0% | -44.4% | +72.4% | +29.4% |
| 3Y | +74.9% | -49.7% | +124.5% | +75.3% |
| All | +107.8% | -74.1% | +181.9% | +104.7% |
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