+0.5%
HD vs HUBS
-58.6%
+59.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.3% |
| 7D | -3.9% | -12.4% | +8.5% | -2.8% |
| 30D | -13.1% | +1.4% | -14.5% | -13.4% |
| 3M | -3.4% | +16.0% | -19.4% | -5.3% |
| 6M | -12.6% | -17.0% | +4.4% | -12.0% |
| YTD | -9.2% | -44.3% | +35.1% | -3.5% |
| 1Y | -23.9% | -54.3% | +30.4% | -16.9% |
| All | +0.5% | -58.6% | +59.1% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling