+155.0%
HPE vs HUBS
-54.3%
+209.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +12.4% |
| 7D | +19.4% | -9.0% | +28.4% | +19.7% |
| 30D | +5.6% | +7.2% | -1.6% | +5.3% |
| 3M | +33.1% | +20.9% | +12.2% | +30.7% |
| 6M | +192.5% | -13.0% | +205.5% | +189.4% |
| YTD | +160.9% | -43.8% | +204.8% | +179.2% |
| 1Y | +155.0% | -54.6% | +209.6% | +176.9% |
| All | +155.0% | -54.3% | +209.3% | +176.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling