+37.2%
F vs HUBS
-58.6%
+95.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.9% | +6.1% | +3.4% |
| 7D | -3.7% | -12.4% | +8.7% | -2.8% |
| 30D | -0.7% | +1.4% | -2.1% | -1.0% |
| 3M | -1.9% | +16.0% | -17.8% | -3.2% |
| 6M | +16.1% | -17.0% | +33.1% | +17.0% |
| YTD | +9.5% | -44.3% | +53.8% | +15.2% |
| 1Y | +27.2% | -54.3% | +81.5% | +37.1% |
| All | +37.2% | -58.6% | +95.7% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling