+308.1%
HUBS vs FTI
+305.3%
+2.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | -9.0% | -4.4% | -4.6% | -8.2% |
| 30D | +7.2% | +1.5% | +5.8% | +6.9% |
| 3M | +20.9% | +8.2% | +12.7% | +18.5% |
| 6M | -13.0% | +18.8% | -31.9% | -16.6% |
| YTD | -43.8% | +71.7% | -115.5% | -50.2% |
| 1Y | -54.6% | +90.0% | -144.7% | -60.7% |
| 3Y | -58.5% | +270.5% | -328.9% | -68.9% |
| 5Y | -66.4% | +1,084.5% | -1,150.9% | -80.5% |
| All | +308.1% | +305.3% | +2.9% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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