+308.1%
HUBS vs CI
+144.2%
+164.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -9.0% | -0.1% | -8.9% | -9.0% |
| 30D | +7.2% | +1.8% | +5.5% | +6.7% |
| 3M | +20.9% | -4.2% | +25.1% | +21.9% |
| 6M | -13.0% | +8.8% | -21.9% | -16.0% |
| YTD | -43.8% | +3.7% | -47.6% | -45.3% |
| 1Y | -54.6% | -6.1% | -48.5% | -54.9% |
| 3Y | -58.5% | +4.5% | -62.9% | -61.7% |
| 5Y | -66.4% | +50.5% | -116.9% | -73.6% |
| All | +308.1% | +144.2% | +164.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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