+55.6%
DIS vs HUBS
+559.3%
-503.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.5% |
| 7D | +1.9% | +8.3% | -6.4% | +0.4% |
| 30D | +9.2% | -4.0% | +13.1% | +9.6% |
| 3M | +13.5% | -9.7% | +23.2% | +14.5% |
| 6M | +14.3% | +21.4% | -7.1% | +6.9% |
| YTD | +5.4% | -45.9% | +51.2% | +12.7% |
| 1Y | +12.2% | -44.4% | +56.5% | +19.1% |
| 3Y | +37.2% | -49.7% | +86.9% | +44.6% |
| 5Y | -23.1% | -74.2% | +51.0% | -14.2% |
| 10Y | +32.2% | +275.5% | -243.4% | -11.9% |
| All | +55.6% | +559.3% | -503.8% | -5.0% |
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 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