+664.8%
HUBS vs NDAQ
+711.7%
-46.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.5% |
| 7D | -6.2% | -1.6% | -4.7% | -4.9% |
| 30D | +6.6% | -1.5% | +8.1% | +8.2% |
| 3M | +16.4% | +8.0% | +8.4% | +9.7% |
| 6M | -19.7% | +7.7% | -27.5% | -23.7% |
| YTD | -42.6% | -2.3% | -40.3% | -40.8% |
| 1Y | -54.2% | +0.6% | -54.7% | -53.9% |
| 3Y | -57.1% | +90.9% | -148.1% | -74.6% |
| 5Y | -66.2% | +52.5% | -118.7% | -75.6% |
| 10Y | +328.3% | +380.3% | -52.0% | +50.5% |
| All | +664.8% | +711.7% | -46.9% | +98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling