+2,164.4%
FIX vs HUBS
-67.3%
+2,231.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.2% |
| 7D | +0.7% | -12.4% | +13.0% | +2.1% |
| 30D | -5.7% | +1.4% | -7.1% | -6.3% |
| 3M | -7.4% | +16.0% | -23.4% | -11.1% |
| 6M | +15.1% | -17.0% | +32.1% | +14.7% |
| YTD | +70.7% | -44.3% | +115.0% | +83.5% |
| 1Y | +111.9% | -54.3% | +166.2% | +136.9% |
| 3Y | +759.5% | -58.4% | +817.9% | +869.0% |
| 5Y | +2,164.4% | -66.7% | +2,231.0% | +2,365.0% |
| All | +2,164.4% | -67.3% | +2,231.7% | +2,365.0% |
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