+1,380.5%
FLEX vs HUBS
+598.6%
+781.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.8% | -0.5% |
| 7D | +6.4% | -6.2% | +12.6% | +7.8% |
| 30D | -5.9% | +6.6% | -12.5% | -8.1% |
| 3M | -23.5% | +16.4% | -39.9% | -29.0% |
| 6M | +83.7% | -19.7% | +103.5% | +80.7% |
| YTD | +86.5% | -42.6% | +129.1% | +98.6% |
| 1Y | +100.5% | -54.2% | +154.7% | +126.0% |
| 3Y | +469.8% | -57.1% | +527.0% | +539.8% |
| 5Y | +725.7% | -66.2% | +791.9% | +807.4% |
| 10Y | +1,086.7% | +328.3% | +758.5% | +518.0% |
| All | +1,380.5% | +598.6% | +781.9% | +582.5% |
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