-50.7%
HUBS vs SHAK
-37.6%
-13.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.2% | +11.4% | +11.3% |
| 7D | +1.2% | -8.5% | +9.7% | +2.6% |
| 30D | +11.8% | -15.1% | +26.9% | +14.5% |
| 3M | +33.3% | +9.1% | +24.2% | +32.5% |
| 6M | -5.2% | -26.9% | +21.8% | -7.0% |
| YTD | -37.6% | -21.8% | -15.8% | -40.9% |
| All | -50.7% | -37.6% | -13.1% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling