-40.6%
DIS vs HUBS
-66.4%
+25.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | +1.2% | -9.0% | +10.2% | +2.9% |
| 30D | +3.2% | +7.2% | -4.0% | +1.4% |
| 3M | +7.0% | +20.9% | -13.9% | +1.3% |
| 6M | +6.4% | -13.0% | +19.5% | +5.6% |
| YTD | -5.6% | -43.8% | +38.2% | +2.3% |
| 1Y | -7.7% | -54.6% | +47.0% | +4.4% |
| 3Y | +33.2% | -58.5% | +91.6% | +48.8% |
| All | -40.6% | -66.4% | +25.8% | -40.2% |
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