+149.4%
EWT vs HUBS
-66.4%
+215.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | -1.1% | -9.0% | +7.9% | -0.1% |
| 30D | +4.5% | +7.2% | -2.8% | +3.3% |
| 3M | +8.3% | +20.9% | -12.6% | +4.0% |
| 6M | +54.2% | -13.0% | +67.3% | +53.4% |
| YTD | +74.6% | -43.8% | +118.4% | +85.2% |
| 1Y | +84.9% | -54.6% | +139.5% | +102.3% |
| 3Y | +197.5% | -58.5% | +256.0% | +223.2% |
| All | +149.4% | -66.4% | +215.8% | +152.7% |
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