+642.7%
HUBS vs TECH
+241.2%
+401.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.8% |
| 7D | -12.4% | -0.5% | -11.9% | -12.1% |
| 30D | +1.4% | 0.0% | +1.4% | +1.4% |
| 3M | +16.0% | +37.4% | -21.5% | -5.4% |
| 6M | -17.0% | +36.9% | -53.9% | -33.7% |
| YTD | -44.3% | +23.1% | -67.4% | -53.1% |
| 1Y | -54.3% | +42.2% | -96.5% | -65.5% |
| 3Y | -58.4% | +1.9% | -60.3% | -65.4% |
| 5Y | -66.7% | -42.9% | -23.8% | -57.0% |
| 10Y | +315.9% | +188.2% | +127.7% | +98.1% |
| All | +642.7% | +241.2% | +401.5% | +236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling