+308.1%
HUBS vs A
+256.4%
+51.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -1.1% |
| 7D | -9.0% | -2.6% | -6.4% | -7.2% |
| 30D | +7.2% | -0.9% | +8.1% | +7.9% |
| 3M | +20.9% | +13.6% | +7.2% | +9.3% |
| 6M | -13.0% | +27.8% | -40.9% | -29.8% |
| YTD | -43.8% | +8.6% | -52.5% | -48.8% |
| 1Y | -54.6% | +16.9% | -71.5% | -61.7% |
| 3Y | -58.5% | +32.9% | -91.4% | -70.9% |
| 5Y | -66.4% | -14.1% | -52.3% | -65.0% |
| All | +308.1% | +256.4% | +51.7% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling