+103.2%
INTC vs HUBS
-66.4%
+169.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | +7.5% | -9.0% | +16.4% | +8.7% |
| 30D | +2.0% | +7.2% | -5.3% | +0.7% |
| 3M | -12.0% | +20.9% | -32.9% | -16.1% |
| 6M | +114.5% | -13.0% | +127.6% | +111.4% |
| YTD | +179.0% | -43.8% | +222.8% | +200.6% |
| 1Y | +318.3% | -54.6% | +372.9% | +372.6% |
| 3Y | +171.2% | -58.5% | +229.7% | +205.3% |
| All | +103.2% | -66.4% | +169.6% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 5y: compounded portfolio wealth divided by compounded HUBS 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…
5y analysis · Full analysis span regression · 6 months rolling