+31.0%
F vs HUBS
-46.5%
+77.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.5% |
| 7D | +5.3% | -5.0% | +10.3% | +5.4% |
| 30D | +4.6% | -1.0% | +5.6% | +4.5% |
| 3M | -3.7% | +12.4% | -16.0% | -3.7% |
| 6M | +16.8% | -11.1% | +27.9% | +17.7% |
| YTD | +15.3% | -38.3% | +53.6% | +17.4% |
| 1Y | +31.0% | -46.7% | +77.7% | +34.5% |
| All | +31.0% | -46.5% | +77.5% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling