+494.2%
FIX vs HUBS
-49.2%
+543.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.0% | -1.4% |
| 7D | +9.4% | +8.3% | +1.1% | +9.4% |
| 30D | -27.8% | -4.0% | -23.8% | -27.9% |
| 3M | -35.6% | -9.7% | -25.9% | -35.6% |
| 6M | -45.2% | +21.4% | -66.6% | -47.5% |
| YTD | +19.5% | -45.9% | +65.3% | +34.5% |
| 1Y | +24.2% | -44.4% | +68.6% | +38.2% |
| 3Y | +494.2% | -49.7% | +543.8% | +530.4% |
| All | +494.2% | -49.2% | +543.4% | +530.4% |
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 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