+134.2%
DAL vs HUBS
+323.9%
-189.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.9% |
| 7D | -0.3% | -9.0% | +8.7% | +1.9% |
| 30D | -11.1% | +7.2% | -18.4% | -13.2% |
| 3M | -2.1% | +20.9% | -23.0% | -8.7% |
| 6M | +35.8% | -13.0% | +48.8% | +33.7% |
| YTD | +16.0% | -43.8% | +59.9% | +26.7% |
| 1Y | +33.7% | -54.6% | +88.3% | +53.5% |
| 3Y | +102.3% | -58.5% | +160.7% | +133.1% |
| 5Y | +110.3% | -66.4% | +176.7% | +135.6% |
| All | +134.2% | +323.9% | -189.7% | +26.6% |
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 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