+93.3%
HAL vs HUBS
-66.4%
+159.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -3.3% | -9.0% | +5.7% | -2.7% |
| 30D | +8.2% | +7.2% | +0.9% | +7.4% |
| 3M | -9.4% | +20.9% | -30.3% | -11.4% |
| 6M | +0.6% | -13.0% | +13.7% | +0.3% |
| YTD | +28.6% | -43.8% | +72.4% | +33.5% |
| 1Y | +63.9% | -54.6% | +118.5% | +73.9% |
| 3Y | -7.1% | -58.5% | +51.3% | -1.4% |
| All | +93.3% | -66.4% | +159.7% | +104.8% |
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 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