+239.4%
HPQ vs HUBS
+583.9%
-344.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +8.2% |
| 7D | +9.8% | -9.0% | +18.8% | +12.1% |
| 30D | +22.4% | +7.2% | +15.1% | +19.8% |
| 3M | +45.2% | +20.9% | +24.3% | +36.8% |
| 6M | +96.4% | -13.0% | +109.5% | +95.9% |
| YTD | +65.4% | -43.8% | +109.2% | +80.4% |
| 1Y | +31.6% | -54.6% | +86.2% | +50.0% |
| 3Y | +37.0% | -58.5% | +95.5% | +55.0% |
| 5Y | +53.0% | -66.4% | +119.4% | +68.3% |
| 10Y | +257.2% | +319.2% | -62.0% | +102.4% |
| All | +239.4% | +583.9% | -344.5% | +75.8% |
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 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