+1,145.9%
DELL vs HUBS
-66.4%
+1,212.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.8% |
| 7D | +8.2% | -9.0% | +17.2% | +10.3% |
| 30D | +17.1% | +7.2% | +9.8% | +14.8% |
| 3M | +45.2% | +20.9% | +24.3% | +35.3% |
| 6M | +286.8% | -13.0% | +299.8% | +281.3% |
| YTD | +354.8% | -43.8% | +398.6% | +394.2% |
| 1Y | +358.3% | -54.6% | +412.9% | +421.5% |
| 3Y | +724.9% | -58.5% | +783.4% | +856.5% |
| All | +1,145.9% | -66.4% | +1,212.3% | +1,269.0% |
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 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