+68.5%
COST vs HUBS
-58.2%
+126.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -1.2% | -9.0% | +7.8% | -0.6% |
| 30D | -4.7% | +7.2% | -12.0% | -5.3% |
| 3M | -7.1% | +20.9% | -28.0% | -8.8% |
| 6M | -8.5% | -13.0% | +4.5% | -8.6% |
| YTD | +5.4% | -43.8% | +49.2% | +10.0% |
| 1Y | -5.6% | -54.6% | +49.0% | +0.8% |
| 3Y | +68.5% | -58.5% | +126.9% | +79.7% |
| All | +68.5% | -58.2% | +126.7% | +79.7% |
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 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