+308.1%
HUBS vs ALLE
+158.4%
+149.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | 0.0% |
| 7D | -9.0% | -2.4% | -6.6% | -7.6% |
| 30D | +7.2% | -7.7% | +14.9% | +12.5% |
| 3M | +20.9% | +15.2% | +5.7% | +10.0% |
| 6M | -13.0% | +5.4% | -18.4% | -17.5% |
| YTD | -43.8% | -2.9% | -40.9% | -44.7% |
| 1Y | -54.6% | -12.8% | -41.9% | -52.2% |
| 3Y | -58.5% | +47.2% | -105.6% | -70.3% |
| 5Y | -66.4% | +13.5% | -79.9% | -71.7% |
| All | +308.1% | +158.4% | +149.7% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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