+761.8%
HPE vs HUBS
+357.1%
+404.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +12.3% |
| 7D | +19.4% | -9.0% | +28.4% | +21.5% |
| 30D | +5.6% | +7.2% | -1.6% | +3.6% |
| 3M | +33.1% | +20.9% | +12.2% | +25.0% |
| 6M | +192.5% | -13.0% | +205.5% | +188.1% |
| YTD | +160.9% | -43.8% | +204.8% | +179.7% |
| 1Y | +155.0% | -54.6% | +209.6% | +184.9% |
| 3Y | +289.4% | -58.5% | +347.9% | +336.2% |
| 5Y | +395.7% | -66.4% | +462.1% | +439.2% |
| 10Y | +574.8% | +319.2% | +255.6% | +237.9% |
| All | +761.8% | +357.1% | +404.7% | +357.3% |
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