+8.1%
HUBS vs OPEN
-72.1%
+80.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.8% |
| 7D | -6.2% | -2.9% | -3.3% | -5.7% |
| 30D | +6.6% | -13.8% | +20.4% | +9.4% |
| 3M | +16.4% | -30.9% | +47.3% | +23.7% |
| 6M | -19.7% | -40.9% | +21.2% | -12.7% |
| YTD | -42.6% | -48.5% | +5.9% | -36.8% |
| 1Y | -54.2% | -50.9% | -3.3% | -53.2% |
| 3Y | -57.1% | -20.6% | -36.5% | -69.5% |
| 5Y | -66.2% | -84.2% | +17.9% | -70.3% |
| All | +8.1% | -72.1% | +80.2% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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