+14.6%
COST vs HUBS
-56.6%
+71.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +1.9% |
| 7D | +7.1% | -14.4% | +21.6% | +7.4% |
| 30D | +14.1% | -5.6% | +19.6% | +14.1% |
| 3M | +13.3% | -18.1% | +31.4% | +13.5% |
| 6M | +5.2% | -16.7% | +21.9% | +5.1% |
| YTD | +24.3% | -48.9% | +73.2% | +24.2% |
| 1Y | +14.6% | -55.9% | +70.5% | +15.6% |
| All | +14.6% | -56.6% | +71.3% | +15.6% |
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