+308.1%
HUBS vs AR
+41.9%
+266.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.0% |
| 7D | -9.0% | -2.5% | -6.5% | -8.7% |
| 30D | +7.2% | +2.5% | +4.7% | +6.9% |
| 3M | +20.9% | +12.3% | +8.6% | +19.0% |
| 6M | -13.0% | -3.1% | -9.9% | -12.9% |
| YTD | -43.8% | +11.5% | -55.4% | -44.8% |
| 1Y | -54.6% | +17.0% | -71.7% | -55.8% |
| 3Y | -58.5% | +47.3% | -105.8% | -61.0% |
| 5Y | -66.4% | +141.2% | -207.7% | -70.6% |
| All | +308.1% | +41.9% | +266.3% | +283.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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