+147.5%
GE vs HUBS
+323.9%
-176.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | -4.0% | -9.0% | +5.0% | -2.6% |
| 30D | -11.4% | +7.2% | -18.6% | -12.8% |
| 3M | -2.6% | +20.9% | -23.5% | -7.1% |
| 6M | -0.3% | -13.0% | +12.7% | -1.3% |
| YTD | +5.4% | -43.8% | +49.2% | +11.8% |
| 1Y | +15.5% | -54.6% | +70.2% | +26.7% |
| 3Y | +260.8% | -58.5% | +319.2% | +294.0% |
| 5Y | +421.6% | -66.4% | +488.1% | +457.0% |
| All | +147.5% | +323.9% | -176.4% | +50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling