-18.5%
HAL vs HUBS
+598.6%
-617.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.3% | +5.2% | +1.6% |
| 7D | -1.3% | -6.2% | +4.9% | -0.3% |
| 30D | +10.9% | +6.6% | +4.3% | +9.1% |
| 3M | -5.8% | +16.4% | -22.3% | -10.0% |
| 6M | +8.1% | -19.7% | +27.9% | +8.4% |
| YTD | +33.2% | -42.6% | +75.8% | +40.9% |
| 1Y | +74.2% | -54.2% | +128.3% | +91.7% |
| 3Y | -3.7% | -57.1% | +53.5% | +4.7% |
| 5Y | +111.9% | -66.2% | +178.1% | +124.5% |
| 10Y | +7.4% | +328.3% | -320.9% | -45.6% |
| All | -18.5% | +598.6% | -617.1% | -63.0% |
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