+2,382.0%
LITE vs HUBS
+323.9%
+2,058.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | +5.2% | -9.0% | +14.2% | +7.6% |
| 30D | -0.6% | +7.2% | -7.8% | -3.8% |
| 3M | +4.2% | +20.9% | -16.7% | -6.3% |
| 6M | +38.0% | -13.0% | +51.0% | +31.8% |
| YTD | +151.5% | -43.8% | +195.4% | +170.8% |
| 1Y | +462.2% | -54.6% | +516.9% | +541.3% |
| 3Y | +1,810.6% | -58.5% | +1,869.1% | +2,115.6% |
| 5Y | +980.2% | -66.4% | +1,046.6% | +1,113.4% |
| All | +2,382.0% | +323.9% | +2,058.1% | +739.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling