+6,577.3%
FIX vs HUBS
+323.9%
+6,253.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.2% |
| 7D | +5.0% | -9.0% | +14.0% | +6.6% |
| 30D | -2.7% | +7.2% | -9.9% | -4.4% |
| 3M | -8.2% | +20.9% | -29.1% | -13.5% |
| 6M | +20.3% | -13.0% | +33.3% | +17.7% |
| YTD | +81.4% | -43.8% | +125.3% | +92.7% |
| 1Y | +121.5% | -54.6% | +176.1% | +145.2% |
| 3Y | +807.4% | -58.5% | +865.9% | +908.7% |
| 5Y | +2,306.7% | -66.4% | +2,373.1% | +2,510.3% |
| All | +6,577.3% | +323.9% | +6,253.5% | +3,669.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling