+642.7%
HUBS vs WPM
+746.8%
-104.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.7% | +0.8% | -2.5% |
| 7D | -12.4% | -3.6% | -8.8% | -12.0% |
| 30D | +1.4% | +12.5% | -11.1% | 0.0% |
| 3M | +16.0% | +40.6% | -24.7% | +11.3% |
| 6M | -17.0% | +0.5% | -17.5% | -17.7% |
| YTD | -44.3% | +29.0% | -73.3% | -47.1% |
| 1Y | -54.3% | +43.8% | -98.1% | -57.5% |
| 3Y | -58.4% | +266.3% | -324.7% | -67.3% |
| 5Y | -66.7% | +255.1% | -321.8% | -74.0% |
| 10Y | +315.9% | +526.8% | -210.9% | +203.4% |
| All | +642.7% | +746.8% | -104.1% | +438.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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