+308.1%
HUBS vs BHP
+496.8%
-188.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -9.0% | -3.6% | -5.4% | -7.7% |
| 30D | +7.2% | -1.2% | +8.4% | +7.4% |
| 3M | +20.9% | +1.2% | +19.7% | +19.2% |
| 6M | -13.0% | +21.4% | -34.4% | -22.2% |
| YTD | -43.8% | +50.4% | -94.3% | -55.3% |
| 1Y | -54.6% | +67.5% | -122.1% | -65.8% |
| 3Y | -58.5% | +72.8% | -131.3% | -70.0% |
| 5Y | -66.4% | +112.6% | -179.0% | -78.9% |
| All | +308.1% | +496.8% | -188.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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