+33.6%
HUBS vs DOW
-17.0%
+50.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.5% |
| 7D | -9.0% | -1.4% | -7.6% | -8.6% |
| 30D | +7.2% | -3.9% | +11.2% | +8.4% |
| 3M | +20.9% | -12.7% | +33.5% | +25.4% |
| 6M | -13.0% | -13.7% | +0.7% | -10.8% |
| YTD | -43.8% | +28.4% | -72.2% | -51.0% |
| 1Y | -54.6% | +21.8% | -76.4% | -59.9% |
| 3Y | -58.5% | -35.7% | -22.8% | -54.4% |
| 5Y | -66.4% | -36.8% | -29.6% | -63.2% |
| All | +33.6% | -17.0% | +50.6% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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