+261.4%
JNJ vs HUBS
+583.9%
-322.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | -3.5% | -9.0% | +5.5% | -3.1% |
| 30D | +2.3% | +7.2% | -4.9% | +1.9% |
| 3M | +12.0% | +20.9% | -8.9% | +10.7% |
| 6M | +10.5% | -13.0% | +23.5% | +10.3% |
| YTD | +30.4% | -43.8% | +74.2% | +32.7% |
| 1Y | +52.1% | -54.6% | +106.8% | +56.2% |
| 3Y | +77.8% | -58.5% | +136.3% | +81.2% |
| 5Y | +82.9% | -66.4% | +149.3% | +84.8% |
| 10Y | +194.8% | +319.2% | -124.4% | +122.5% |
| All | +261.4% | +583.9% | -322.5% | +164.3% |
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