+52.7%
EFA vs HUBS
-66.4%
+119.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -1.5% | -9.0% | +7.5% | -0.6% |
| 30D | -1.7% | +7.2% | -8.9% | -2.6% |
| 3M | +3.5% | +20.9% | -17.4% | +0.4% |
| 6M | +9.5% | -13.0% | +22.5% | +9.1% |
| YTD | +12.9% | -43.8% | +56.7% | +18.7% |
| 1Y | +18.2% | -54.6% | +72.8% | +27.5% |
| 3Y | +64.8% | -58.5% | +123.3% | +76.0% |
| All | +52.7% | -66.4% | +119.1% | +53.6% |
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