+106.1%
FAST vs HUBS
-66.3%
+172.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -0.7% |
| 7D | +1.8% | -6.2% | +8.0% | +2.5% |
| 30D | -6.4% | +6.6% | -13.1% | -7.4% |
| 3M | +5.3% | +16.4% | -11.1% | +2.5% |
| 6M | +5.4% | -19.7% | +25.1% | +6.3% |
| YTD | +23.6% | -42.6% | +66.2% | +30.3% |
| 1Y | +4.1% | -54.2% | +58.2% | +13.3% |
| 3Y | +92.4% | -57.1% | +149.5% | +105.0% |
| 5Y | +106.1% | -66.2% | +172.3% | +108.6% |
| All | +106.1% | -66.3% | +172.4% | +108.6% |
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