+206.4%
HD vs HUBS
+323.9%
-117.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -3.8% | -9.0% | +5.2% | -2.2% |
| 30D | -9.4% | +7.2% | -16.7% | -11.0% |
| 3M | -4.6% | +20.9% | -25.5% | -9.1% |
| 6M | -10.1% | -13.0% | +2.9% | -10.8% |
| YTD | -8.3% | -43.8% | +35.5% | -1.8% |
| 1Y | -25.0% | -54.6% | +29.6% | -16.7% |
| 3Y | +1.5% | -58.5% | +60.0% | +11.5% |
| 5Y | +5.6% | -66.4% | +72.0% | +12.8% |
| All | +206.4% | +323.9% | -117.5% | +83.7% |
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 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