+617.1%
HUBS vs CSGP
+99.1%
+517.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +6.9% | +6.8% |
| 7D | +5.3% | -6.1% | +11.4% | +10.2% |
| 30D | -2.5% | +0.3% | -2.8% | -4.9% |
| 3M | +2.7% | -1.3% | +4.0% | +1.8% |
| 6M | +20.2% | -8.9% | +29.1% | +27.1% |
| YTD | -46.2% | -55.2% | +9.0% | -6.7% |
| 1Y | -45.3% | -56.4% | +11.1% | -3.6% |
| 3Y | -49.7% | -62.2% | +12.5% | -7.6% |
| 5Y | -74.3% | -63.7% | -10.7% | -51.6% |
| 10Y | +273.1% | +61.7% | +211.4% | +152.7% |
| All | +617.1% | +99.1% | +517.9% | +339.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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