+136.0%
GOOG vs HUBS
-66.4%
+202.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | 0.0% | -9.0% | +9.0% | +1.9% |
| 30D | -2.0% | +7.2% | -9.2% | -3.9% |
| 3M | -5.9% | +20.9% | -26.7% | -11.1% |
| 6M | +8.9% | -13.0% | +21.9% | +8.1% |
| YTD | +7.1% | -43.8% | +51.0% | +17.3% |
| 1Y | +39.7% | -54.6% | +94.3% | +60.3% |
| 3Y | +145.8% | -58.5% | +204.3% | +177.3% |
| All | +136.0% | -66.4% | +202.4% | +146.7% |
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