+648.6%
HUBS vs O
+154.4%
+494.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -9.0% | -2.9% | -6.1% | -7.7% |
| 30D | +7.2% | -4.5% | +11.8% | +9.8% |
| 3M | +20.9% | -2.6% | +23.5% | +22.9% |
| 6M | -13.0% | -5.6% | -7.4% | -11.0% |
| YTD | -43.8% | +9.3% | -53.1% | -47.1% |
| 1Y | -54.6% | +4.3% | -58.9% | -56.3% |
| 3Y | -58.5% | +27.4% | -85.9% | -65.0% |
| 5Y | -66.4% | +17.1% | -83.5% | -69.8% |
| 10Y | +319.2% | +53.7% | +265.5% | +217.3% |
| All | +648.6% | +154.4% | +494.2% | +348.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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