+19.7%
GS vs HUBS
-54.7%
+74.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.2% | +7.8% | +3.5% |
| 7D | +0.3% | -13.0% | +13.3% | 0.0% |
| 30D | +3.9% | -1.8% | +5.7% | +3.8% |
| 3M | -11.4% | -13.0% | +1.5% | -11.5% |
| 6M | +3.7% | -12.4% | +16.1% | +4.4% |
| YTD | +7.1% | -46.0% | +53.1% | +10.7% |
| 1Y | +19.7% | -54.1% | +73.8% | +25.8% |
| All | +19.7% | -54.7% | +74.3% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling