-66.4%
HUBS vs NDAQ
+49.0%
-115.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.4% |
| 7D | -9.0% | -5.6% | -3.4% | -3.5% |
| 30D | +7.2% | -4.4% | +11.6% | +12.6% |
| 3M | +20.9% | +5.9% | +15.0% | +14.4% |
| 6M | -13.0% | +7.7% | -20.8% | -18.5% |
| YTD | -43.8% | -5.2% | -38.7% | -40.2% |
| 1Y | -54.6% | -3.4% | -51.3% | -52.8% |
| 3Y | -58.5% | +85.6% | -144.1% | -79.1% |
| All | -66.4% | +49.0% | -115.4% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling