+138.4%
HLT vs HUBS
-66.4%
+204.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -1.6% | -9.0% | +7.4% | -0.2% |
| 30D | -5.0% | +7.2% | -12.3% | -6.5% |
| 3M | -10.4% | +20.9% | -31.3% | -14.6% |
| 6M | +3.2% | -13.0% | +16.3% | +2.5% |
| YTD | +6.7% | -43.8% | +50.6% | +14.7% |
| 1Y | +10.3% | -54.6% | +64.9% | +23.2% |
| 3Y | +99.3% | -58.5% | +157.8% | +120.9% |
| All | +138.4% | -66.4% | +204.8% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling