+648.6%
HUBS vs TDG
+911.9%
-263.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | -9.0% | -1.9% | -7.1% | -8.0% |
| 30D | +7.2% | -7.7% | +14.9% | +11.9% |
| 3M | +20.9% | -9.3% | +30.2% | +26.7% |
| 6M | -13.0% | -9.4% | -3.7% | -10.0% |
| YTD | -43.8% | -14.3% | -29.6% | -40.2% |
| 1Y | -54.6% | -11.8% | -42.8% | -52.6% |
| 3Y | -58.5% | +52.0% | -110.4% | -69.3% |
| 5Y | -66.4% | +128.8% | -195.2% | -80.1% |
| 10Y | +319.2% | +543.8% | -224.6% | +25.6% |
| All | +648.6% | +911.9% | -263.3% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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