+1,426.5%
LITE vs HUBS
-49.6%
+1,476.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.0% | -3.7% |
| 7D | +22.6% | +5.3% | +17.2% | +22.4% |
| 30D | -36.8% | -2.5% | -34.3% | -36.9% |
| 3M | -33.0% | +2.7% | -35.7% | -33.6% |
| 6M | -37.1% | +20.2% | -57.2% | -40.8% |
| YTD | +69.5% | -46.2% | +115.7% | +96.4% |
| 1Y | +146.1% | -45.3% | +191.4% | +182.6% |
| All | +1,426.5% | -49.6% | +1,476.1% | +1,545.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling