+174.3%
DAL vs HUBS
+651.4%
-477.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.8% | +2.5% |
| 7D | +0.1% | -5.0% | +5.1% | +1.3% |
| 30D | -13.9% | -1.0% | -12.9% | -14.8% |
| 3M | +1.1% | +12.4% | -11.3% | -3.9% |
| 6M | +26.2% | -11.1% | +37.4% | +23.7% |
| YTD | +16.4% | -38.3% | +54.7% | +24.0% |
| 1Y | +33.9% | -46.7% | +80.5% | +46.8% |
| 3Y | +93.4% | -55.1% | +148.5% | +117.9% |
| 5Y | +106.4% | -64.8% | +171.2% | +128.3% |
| 10Y | +143.0% | +334.3% | -191.3% | +30.4% |
| All | +174.3% | +651.4% | -477.1% | +19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling