+197.0%
DAL vs HUBS
+555.1%
-358.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.4% | -11.6% | -6.7% |
| 7D | +1.4% | +5.3% | -3.9% | 0.0% |
| 30D | +9.1% | -2.5% | +11.5% | +9.1% |
| 3M | -3.5% | +2.7% | -6.2% | -5.8% |
| 6M | +23.4% | +20.2% | +3.2% | +12.5% |
| YTD | +26.0% | -46.2% | +72.3% | +37.0% |
| 1Y | +44.6% | -45.3% | +90.0% | +56.3% |
| 3Y | +162.7% | -49.7% | +212.4% | +184.4% |
| 5Y | +113.0% | -74.3% | +187.3% | +153.0% |
| 10Y | +109.8% | +273.1% | -163.3% | +15.5% |
| All | +197.0% | +555.1% | -358.1% | +31.6% |
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 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