+238.8%
HUBS vs FND
+56.5%
+182.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | -9.0% | -5.8% | -3.2% | -6.5% |
| 30D | +7.2% | -20.2% | +27.4% | +18.4% |
| 3M | +20.9% | -12.0% | +32.8% | +27.3% |
| 6M | -13.0% | -18.5% | +5.5% | -7.4% |
| YTD | -43.8% | -22.3% | -21.6% | -39.6% |
| 1Y | -54.6% | -47.6% | -7.0% | -41.7% |
| 3Y | -58.5% | -49.8% | -8.7% | -50.0% |
| 5Y | -66.4% | -63.0% | -3.4% | -54.7% |
| All | +238.8% | +56.5% | +182.3% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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