+698.7%
HUBS vs SIMO
+1,188.9%
-490.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.2% | -9.1% | -4.0% |
| 7D | -4.3% | +14.6% | -18.9% | -6.8% |
| 30D | +14.2% | +6.2% | +8.0% | +11.8% |
| 3M | +15.5% | +3.6% | +12.0% | +8.7% |
| 6M | -18.9% | +130.8% | -149.7% | -41.8% |
| YTD | -40.1% | +195.8% | -235.9% | -61.0% |
| 1Y | -51.8% | +225.0% | -276.8% | -69.8% |
| 3Y | -55.2% | +452.3% | -507.6% | -77.0% |
| 5Y | -64.7% | +303.6% | -368.3% | -81.0% |
| 10Y | +327.0% | +528.8% | -201.8% | +81.5% |
| All | +698.7% | +1,188.9% | -490.2% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling