+648.6%
HUBS vs BEN
+6.5%
+642.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -3.1% | -5.9% | -7.5% |
| 30D | +7.2% | +0.2% | +7.1% | +7.1% |
| 3M | +20.9% | +6.8% | +14.0% | +16.7% |
| 6M | -13.0% | +38.1% | -51.1% | -27.1% |
| YTD | -43.8% | +44.3% | -88.2% | -54.0% |
| 1Y | -54.6% | +42.6% | -97.2% | -62.8% |
| 3Y | -58.5% | +52.3% | -110.8% | -68.1% |
| 5Y | -66.4% | +37.6% | -104.1% | -72.9% |
| 10Y | +319.2% | +55.4% | +263.8% | +183.7% |
| All | +648.6% | +6.5% | +642.1% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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