+190.8%
EQT vs HUBS
-66.4%
+257.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | -2.0% | -9.0% | +7.0% | -1.3% |
| 30D | 0.0% | +7.2% | -7.2% | -0.8% |
| 3M | +5.9% | +20.9% | -14.9% | +3.3% |
| 6M | -14.8% | -13.0% | -1.8% | -15.0% |
| YTD | +1.8% | -43.8% | +45.6% | +5.9% |
| 1Y | +7.4% | -54.6% | +62.0% | +13.9% |
| 3Y | +33.6% | -58.5% | +92.1% | +41.1% |
| All | +190.8% | -66.4% | +257.2% | +197.3% |
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