+783.1%
HL vs HUBS
+583.9%
+199.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -4.4% | -9.0% | +4.6% | -2.9% |
| 30D | +9.3% | +7.2% | +2.1% | +7.7% |
| 3M | +32.0% | +20.9% | +11.1% | +25.9% |
| 6M | -6.4% | -13.0% | +6.6% | -7.5% |
| YTD | +3.1% | -43.8% | +47.0% | +9.6% |
| 1Y | +77.6% | -54.6% | +132.2% | +94.7% |
| 3Y | +392.8% | -58.5% | +451.3% | +432.9% |
| 5Y | +234.1% | -66.4% | +300.5% | +249.9% |
| 10Y | +264.5% | +319.2% | -54.8% | +126.1% |
| All | +783.1% | +583.9% | +199.2% | +418.1% |
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