+1,568.0%
LITE vs HUBS
+271.5%
+1,296.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.0% | -5.1% |
| 7D | +22.6% | +5.3% | +17.2% | +21.0% |
| 30D | -36.8% | -2.5% | -34.3% | -36.7% |
| 3M | -33.0% | +2.7% | -35.7% | -35.4% |
| 6M | -37.1% | +20.2% | -57.2% | -45.1% |
| YTD | +69.5% | -46.2% | +115.7% | +81.9% |
| 1Y | +146.1% | -45.3% | +191.4% | +161.9% |
| 3Y | +1,440.8% | -49.7% | +1,490.5% | +1,546.9% |
| 5Y | +580.4% | -74.3% | +654.8% | +742.8% |
| All | +1,568.0% | +271.5% | +1,296.5% | +489.1% |
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