+37.4%
DIS vs HUBS
+629.7%
-592.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.3% |
| 7D | -1.1% | -4.3% | +3.2% | -0.4% |
| 30D | +0.1% | +14.2% | -14.1% | -2.7% |
| 3M | +7.1% | +15.5% | -8.4% | +2.6% |
| 6M | +4.3% | -18.9% | +23.2% | +4.9% |
| YTD | -6.9% | -40.1% | +33.1% | -1.6% |
| 1Y | -10.3% | -51.8% | +41.5% | -1.6% |
| 3Y | +32.8% | -55.2% | +88.1% | +44.2% |
| 5Y | -41.5% | -64.7% | +23.2% | -38.0% |
| 10Y | +21.2% | +327.0% | -305.8% | -20.6% |
| All | +37.4% | +629.7% | -592.3% | -17.1% |
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 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