+247.6%
DIA vs HUBS
+323.9%
-76.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -1.6% | -9.0% | +7.4% | -0.2% |
| 30D | -2.0% | +7.2% | -9.3% | -3.4% |
| 3M | +3.6% | +20.9% | -17.2% | -0.8% |
| 6M | +11.5% | -13.0% | +24.5% | +10.7% |
| YTD | +10.4% | -43.8% | +54.2% | +17.1% |
| 1Y | +15.6% | -54.6% | +70.2% | +26.5% |
| 3Y | +58.9% | -58.5% | +117.3% | +72.4% |
| 5Y | +65.3% | -66.4% | +131.8% | +75.5% |
| All | +247.6% | +323.9% | -76.3% | +107.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling