+98.6%
DAL vs HUBS
-66.3%
+164.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +0.7% |
| 7D | +0.8% | -6.2% | +7.0% | +2.1% |
| 30D | -11.7% | +6.6% | -18.3% | -13.6% |
| 3M | -2.7% | +16.4% | -19.2% | -8.1% |
| 6M | +30.7% | -19.7% | +50.4% | +32.0% |
| YTD | +14.4% | -42.6% | +57.0% | +25.2% |
| 1Y | +31.2% | -54.2% | +85.4% | +51.9% |
| 3Y | +99.4% | -57.1% | +156.6% | +130.4% |
| 5Y | +98.6% | -66.2% | +164.8% | +113.1% |
| All | +98.6% | -66.3% | +164.9% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling