+308.1%
HUBS vs SIRI
-10.2%
+318.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | -9.0% | +0.6% | -9.5% | -9.1% |
| 30D | +7.2% | +2.5% | +4.7% | +6.2% |
| 3M | +20.9% | +6.6% | +14.2% | +18.9% |
| 6M | -13.0% | +32.9% | -45.9% | -20.1% |
| YTD | -43.8% | +50.5% | -94.3% | -50.6% |
| 1Y | -54.6% | +28.0% | -82.6% | -58.3% |
| 3Y | -58.5% | -22.4% | -36.1% | -58.6% |
| 5Y | -66.4% | -41.3% | -25.1% | -65.4% |
| All | +308.1% | -10.2% | +318.3% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling