+1,870.5%
LITE vs HUBS
-56.3%
+1,926.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.9% | +13.9% | +11.2% |
| 7D | +12.6% | -4.3% | +16.9% | +12.8% |
| 30D | +9.9% | +14.2% | -4.3% | +8.6% |
| 3M | +9.3% | +15.5% | -6.2% | +6.2% |
| 6M | +75.2% | -18.9% | +94.2% | +80.6% |
| YTD | +165.5% | -40.1% | +205.6% | +206.7% |
| 1Y | +555.0% | -51.8% | +606.8% | +714.9% |
| 3Y | +1,870.5% | -55.2% | +1,925.7% | +2,195.4% |
| All | +1,870.5% | -56.3% | +1,926.8% | +2,195.4% |
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