+308.1%
HUBS vs TECH
+189.9%
+118.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -9.0% | -0.4% | -8.6% | -8.8% |
| 30D | +7.2% | 0.0% | +7.3% | +7.3% |
| 3M | +20.9% | +33.7% | -12.8% | -0.3% |
| 6M | -13.0% | +34.9% | -47.9% | -30.5% |
| YTD | -43.8% | +23.2% | -67.0% | -53.1% |
| 1Y | -54.6% | +36.3% | -90.9% | -65.2% |
| 3Y | -58.5% | +2.3% | -60.7% | -65.9% |
| 5Y | -66.4% | -42.9% | -23.5% | -55.5% |
| All | +308.1% | +189.9% | +118.2% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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