+155.3%
HBAN vs HUBS
+323.9%
-168.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -1.0% | -9.0% | +8.0% | +0.4% |
| 30D | -5.6% | +7.2% | -12.8% | -7.0% |
| 3M | -1.1% | +20.9% | -22.0% | -5.4% |
| 6M | +9.9% | -13.0% | +22.9% | +8.9% |
| YTD | -0.9% | -43.8% | +42.9% | +5.0% |
| 1Y | -1.4% | -54.6% | +53.2% | +8.0% |
| 3Y | +78.2% | -58.5% | +136.7% | +94.8% |
| 5Y | +37.0% | -66.4% | +103.4% | +46.1% |
| All | +155.3% | +323.9% | -168.6% | +40.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling