+100.0%
DAL vs HUBS
-56.3%
+156.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.0% |
| 7D | +3.4% | -4.3% | +7.6% | +4.2% |
| 30D | -13.6% | +14.2% | -27.8% | -16.3% |
| 3M | +1.2% | +15.5% | -14.3% | -3.7% |
| 6M | +34.5% | -18.9% | +53.4% | +37.8% |
| YTD | +14.7% | -40.1% | +54.8% | +29.1% |
| 1Y | +29.2% | -51.8% | +81.0% | +56.1% |
| 3Y | +100.0% | -55.2% | +155.2% | +132.6% |
| All | +100.0% | -56.3% | +156.3% | +132.6% |
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 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