+648.6%
HUBS vs CHTR
-5.5%
+654.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.6% |
| 7D | -9.0% | -4.1% | -4.9% | -7.7% |
| 30D | +7.2% | -3.0% | +10.2% | +7.9% |
| 3M | +20.9% | +4.8% | +16.1% | +17.4% |
| 6M | -13.0% | -35.0% | +22.0% | -1.7% |
| YTD | -43.8% | -30.2% | -13.7% | -38.8% |
| 1Y | -54.6% | -44.8% | -9.9% | -45.5% |
| 3Y | -58.5% | -66.6% | +8.1% | -41.7% |
| 5Y | -66.4% | -81.5% | +15.1% | -38.3% |
| 10Y | +319.2% | -44.8% | +364.0% | +371.9% |
| All | +648.6% | -5.5% | +654.1% | +609.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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