+323.7%
INTU vs HUBS
+598.6%
-274.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.7% | 0.0% |
| 7D | -8.5% | -6.2% | -2.2% | -6.2% |
| 30D | -6.1% | +6.6% | -12.7% | -8.7% |
| 3M | +7.3% | +16.4% | -9.1% | -0.3% |
| 6M | -33.2% | -19.7% | -13.5% | -29.7% |
| YTD | -52.2% | -42.6% | -9.5% | -43.5% |
| 1Y | -52.7% | -54.2% | +1.5% | -40.2% |
| 3Y | -41.6% | -57.1% | +15.5% | -27.3% |
| 5Y | -42.6% | -66.2% | +23.6% | -28.7% |
| 10Y | +211.0% | +328.3% | -117.2% | +82.6% |
| All | +323.7% | +598.6% | -274.9% | +131.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling