+237.0%
HOOD vs HUBS
-58.9%
+295.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.9% | -1.0% | -2.6% |
| 7D | +13.4% | -4.3% | +17.6% | +15.9% |
| 30D | +25.8% | +14.2% | +11.5% | +17.1% |
| 3M | +38.0% | +15.5% | +22.5% | +22.2% |
| 6M | +52.2% | -18.9% | +71.1% | +53.8% |
| YTD | +3.7% | -40.1% | +43.8% | +21.3% |
| 1Y | +0.1% | -51.8% | +51.8% | +30.3% |
| 3Y | +992.6% | -55.2% | +1,047.8% | +1,364.2% |
| 5Y | +193.0% | -64.7% | +257.7% | +290.4% |
| All | +237.0% | -58.9% | +295.8% | +589.1% |
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