+13,862.2%
FIX vs HUBS
+629.7%
+13,232.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.3% | +2.8% |
| 7D | +6.1% | -4.3% | +10.3% | +6.7% |
| 30D | -2.7% | +14.2% | -16.9% | -5.4% |
| 3M | -10.9% | +15.5% | -26.5% | -15.2% |
| 6M | +29.0% | -18.9% | +47.9% | +28.3% |
| YTD | +76.9% | -40.1% | +117.0% | +85.1% |
| 1Y | +130.7% | -51.8% | +182.5% | +151.0% |
| 3Y | +790.7% | -55.2% | +845.9% | +871.0% |
| 5Y | +2,185.6% | -64.7% | +2,250.2% | +2,344.9% |
| 10Y | +5,993.3% | +327.0% | +5,666.3% | +3,538.6% |
| All | +13,862.2% | +629.7% | +13,232.5% | +7,806.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling