+722.6%
HUBS vs HAS
+146.1%
+576.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.7% |
| 7D | -5.0% | -1.8% | -3.2% | -4.3% |
| 30D | -1.0% | +2.3% | -3.3% | -2.0% |
| 3M | +12.4% | +10.4% | +2.0% | +7.5% |
| 6M | -11.1% | -3.2% | -7.9% | -11.2% |
| YTD | -38.3% | +15.4% | -53.7% | -43.4% |
| 1Y | -46.7% | +18.8% | -65.5% | -51.8% |
| 3Y | -55.1% | +43.9% | -99.0% | -64.0% |
| 5Y | -64.8% | +13.9% | -78.7% | -68.9% |
| 10Y | +334.3% | +56.4% | +277.9% | +206.2% |
| All | +722.6% | +146.1% | +576.5% | +421.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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