+132.3%
HON vs HUBS
+323.9%
-191.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -3.5% | -9.0% | +5.5% | -2.2% |
| 30D | -13.8% | +7.2% | -21.0% | -14.9% |
| 3M | -11.7% | +20.9% | -32.5% | -15.3% |
| 6M | -18.7% | -13.0% | -5.7% | -19.2% |
| YTD | +0.2% | -43.8% | +44.1% | +5.9% |
| 1Y | -3.1% | -54.6% | +51.6% | +5.6% |
| 3Y | +17.0% | -58.5% | +75.4% | +26.2% |
| 5Y | +2.0% | -66.4% | +68.4% | +7.7% |
| All | +132.3% | +323.9% | -191.6% | +34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling