+537.7%
EWT vs HUBS
+583.9%
-46.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | -1.1% | -9.0% | +7.9% | +0.2% |
| 30D | +4.5% | +7.2% | -2.8% | +3.0% |
| 3M | +8.3% | +20.9% | -12.6% | +3.2% |
| 6M | +54.2% | -13.0% | +67.3% | +52.8% |
| YTD | +74.6% | -43.8% | +118.4% | +84.6% |
| 1Y | +84.9% | -54.6% | +139.5% | +101.8% |
| 3Y | +197.5% | -58.5% | +256.0% | +222.6% |
| 5Y | +150.6% | -66.4% | +217.0% | +165.3% |
| 10Y | +516.1% | +319.2% | +196.8% | +293.8% |
| All | +537.7% | +583.9% | -46.1% | +274.8% |
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