+40.0%
CVS vs HUBS
+323.9%
-283.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | -2.2% | -9.0% | +6.8% | -1.7% |
| 30D | -0.1% | +7.2% | -7.3% | -0.6% |
| 3M | -5.2% | +20.9% | -26.1% | -6.5% |
| 6M | +26.9% | -13.0% | +39.9% | +26.6% |
| YTD | +22.1% | -43.8% | +65.9% | +25.3% |
| 1Y | +30.8% | -54.6% | +85.4% | +36.0% |
| 3Y | +54.4% | -58.5% | +112.8% | +59.2% |
| 5Y | +33.4% | -66.4% | +99.8% | +35.8% |
| All | +40.0% | +323.9% | -283.8% | +2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling