-3.6%
COST vs HUBS
-46.5%
+42.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -1.0% |
| 7D | -3.1% | -5.0% | +1.9% | -3.1% |
| 30D | -2.8% | -1.0% | -1.7% | -2.9% |
| 3M | -5.7% | +12.4% | -18.0% | -6.1% |
| 6M | -8.8% | -11.1% | +2.4% | -9.0% |
| YTD | +6.7% | -38.3% | +45.0% | +6.4% |
| 1Y | -3.6% | -46.7% | +43.0% | -3.8% |
| All | -3.6% | -46.5% | +42.8% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling