+40.9%
DUK vs HUBS
-66.4%
+107.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -0.7% | -9.0% | +8.3% | -0.7% |
| 30D | -2.4% | +7.2% | -9.7% | -2.4% |
| 3M | -3.0% | +20.9% | -23.9% | -2.8% |
| 6M | -6.6% | -13.0% | +6.5% | -6.5% |
| YTD | +4.6% | -43.8% | +48.4% | +4.6% |
| 1Y | +1.2% | -54.6% | +55.9% | +1.3% |
| 3Y | +45.7% | -58.5% | +104.1% | +44.9% |
| All | +40.9% | -66.4% | +107.4% | +34.0% |
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 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