+343.3%
HD vs HUBS
+598.6%
-255.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.2% | -0.3% |
| 7D | -1.8% | -6.2% | +4.4% | -0.8% |
| 30D | -10.8% | +6.6% | -17.5% | -12.2% |
| 3M | -2.7% | +16.4% | -19.1% | -6.5% |
| 6M | -10.3% | -19.7% | +9.5% | -9.7% |
| YTD | -7.8% | -42.6% | +34.8% | -2.1% |
| 1Y | -23.1% | -54.2% | +31.0% | -15.3% |
| 3Y | +2.0% | -57.1% | +59.2% | +10.8% |
| 5Y | +6.2% | -66.2% | +72.5% | +13.0% |
| 10Y | +210.2% | +328.3% | -118.1% | +94.8% |
| All | +343.3% | +598.6% | -255.3% | +152.4% |
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