+113.4%
EEM vs HUBS
+583.9%
-470.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -1.3% | -9.0% | +7.7% | +0.1% |
| 30D | +2.1% | +7.2% | -5.2% | +0.6% |
| 3M | +1.0% | +20.9% | -19.8% | -3.5% |
| 6M | +15.9% | -13.0% | +28.9% | +14.8% |
| YTD | +24.6% | -43.8% | +68.5% | +31.8% |
| 1Y | +32.3% | -54.6% | +86.9% | +44.4% |
| 3Y | +85.9% | -58.5% | +144.4% | +100.4% |
| 5Y | +45.4% | -66.4% | +111.8% | +53.0% |
| 10Y | +130.1% | +319.2% | -189.1% | +38.2% |
| All | +113.4% | +583.9% | -470.5% | +19.2% |
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 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