+223.4%
GE vs HUBS
+578.5%
-355.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | 0.0% |
| 7D | -2.8% | -12.4% | +9.6% | -0.9% |
| 30D | -11.9% | +1.4% | -13.3% | -12.6% |
| 3M | +1.8% | +16.0% | -14.1% | -2.0% |
| 6M | -0.6% | -17.0% | +16.4% | -0.8% |
| YTD | +5.5% | -44.3% | +49.8% | +11.6% |
| 1Y | +15.0% | -54.3% | +69.3% | +25.0% |
| 3Y | +269.5% | -58.4% | +327.9% | +301.0% |
| 5Y | +422.4% | -66.7% | +489.1% | +455.4% |
| 10Y | +151.0% | +315.9% | -164.9% | +64.3% |
| All | +223.4% | +578.5% | -355.0% | +100.9% |
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