+308.1%
HUBS vs ALL
+365.1%
-56.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -9.0% | -2.3% | -6.7% | -8.2% |
| 30D | +7.2% | -0.4% | +7.7% | +7.5% |
| 3M | +20.9% | +16.0% | +4.8% | +13.9% |
| 6M | -13.0% | +24.6% | -37.6% | -20.5% |
| YTD | -43.8% | +23.7% | -67.5% | -48.7% |
| 1Y | -54.6% | +27.7% | -82.4% | -59.2% |
| 3Y | -58.5% | +150.2% | -208.7% | -72.8% |
| 5Y | -66.4% | +117.1% | -183.5% | -77.3% |
| All | +308.1% | +365.1% | -56.9% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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