+121.5%
FIX vs HUBS
-54.3%
+175.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.4% |
| 7D | +5.0% | -9.0% | +14.0% | +3.1% |
| 30D | -2.7% | +7.2% | -9.9% | -0.9% |
| 3M | -8.2% | +20.9% | -29.1% | -3.0% |
| 6M | +20.3% | -13.0% | +33.3% | +24.3% |
| YTD | +81.4% | -43.8% | +125.3% | +89.4% |
| 1Y | +121.5% | -54.6% | +176.1% | +136.4% |
| All | +121.5% | -54.3% | +175.8% | +136.4% |
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