+648.6%
HUBS vs SONY
+631.2%
+17.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.1% |
| 7D | -9.0% | -2.7% | -6.3% | -7.6% |
| 30D | +7.2% | +1.5% | +5.7% | +6.2% |
| 3M | +20.9% | +13.0% | +7.9% | +12.8% |
| 6M | -13.0% | +11.2% | -24.2% | -18.9% |
| YTD | -43.8% | -6.6% | -37.2% | -42.5% |
| 1Y | -54.6% | -18.1% | -36.5% | -50.3% |
| 3Y | -58.5% | +42.1% | -100.5% | -68.2% |
| 5Y | -66.4% | +11.0% | -77.5% | -70.2% |
| 10Y | +319.2% | +289.2% | +30.0% | +115.3% |
| All | +648.6% | +631.2% | +17.4% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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