+99.3%
HLT vs HUBS
-58.2%
+157.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -1.6% | -9.0% | +7.4% | -0.8% |
| 30D | -5.0% | +7.2% | -12.3% | -5.9% |
| 3M | -10.4% | +20.9% | -31.3% | -13.1% |
| 6M | +3.2% | -13.0% | +16.3% | +3.3% |
| YTD | +6.7% | -43.8% | +50.6% | +15.0% |
| 1Y | +10.3% | -54.6% | +64.9% | +23.3% |
| 3Y | +99.3% | -58.5% | +157.8% | +127.0% |
| All | +99.3% | -58.2% | +157.6% | +127.0% |
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