+177.3%
HOOD vs HUBS
-66.4%
+243.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.1% |
| 7D | -7.8% | -9.0% | +1.2% | -3.5% |
| 30D | +18.6% | +7.2% | +11.4% | +13.5% |
| 3M | +22.1% | +20.9% | +1.2% | +4.6% |
| 6M | +43.1% | -13.0% | +56.1% | +38.1% |
| YTD | -0.5% | -43.8% | +43.4% | +20.9% |
| 1Y | -4.4% | -54.6% | +50.2% | +29.9% |
| 3Y | +938.5% | -58.5% | +996.9% | +1,357.6% |
| All | +177.3% | -66.4% | +243.7% | +300.1% |
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 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