+18.6%
DIA vs HUBS
-46.5%
+65.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.5% |
| 7D | -0.2% | -5.0% | +4.8% | -0.1% |
| 30D | -1.5% | -1.0% | -0.5% | -1.6% |
| 3M | +3.8% | +12.4% | -8.6% | +3.3% |
| 6M | +10.3% | -11.1% | +21.4% | +10.6% |
| YTD | +12.1% | -38.3% | +50.4% | +14.7% |
| 1Y | +18.6% | -46.7% | +65.3% | +22.1% |
| All | +18.6% | -46.5% | +65.1% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling