+133.9%
HL vs HUBS
-46.5%
+180.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -2.8% |
| 7D | +1.5% | -5.0% | +6.5% | +1.0% |
| 30D | +25.1% | -1.0% | +26.1% | +25.0% |
| 3M | +22.9% | +12.4% | +10.5% | +25.5% |
| 6M | -4.9% | -11.1% | +6.2% | -2.9% |
| YTD | +7.8% | -38.3% | +46.1% | +10.6% |
| 1Y | +133.9% | -46.7% | +180.6% | +133.7% |
| All | +133.9% | -46.5% | +180.3% | +133.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling