+396.0%
HPE vs HUBS
-66.4%
+462.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +12.3% |
| 7D | +19.4% | -9.0% | +28.4% | +21.0% |
| 30D | +5.6% | +7.2% | -1.6% | +4.1% |
| 3M | +33.1% | +20.9% | +12.2% | +26.7% |
| 6M | +192.5% | -13.0% | +205.5% | +189.2% |
| YTD | +160.9% | -43.8% | +204.8% | +178.3% |
| 1Y | +155.0% | -54.6% | +209.6% | +182.1% |
| 3Y | +289.4% | -58.5% | +347.9% | +333.6% |
| All | +396.0% | -66.4% | +462.4% | +416.8% |
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