+118.1%
COF vs HUBS
-58.2%
+176.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -5.1% | -9.0% | +3.8% | -3.4% |
| 30D | -6.0% | +7.2% | -13.3% | -7.8% |
| 3M | +14.8% | +20.9% | -6.0% | +8.4% |
| 6M | +15.3% | -13.0% | +28.4% | +15.0% |
| YTD | -13.0% | -43.8% | +30.8% | -2.8% |
| 1Y | -5.7% | -54.6% | +48.9% | +12.0% |
| 3Y | +118.1% | -58.5% | +176.6% | +152.0% |
| All | +118.1% | -58.2% | +176.4% | +152.0% |
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