+1,014.7%
LITE vs HUBS
-66.3%
+1,081.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.3% | +5.3% | +1.7% |
| 7D | +13.6% | -6.2% | +19.8% | +14.5% |
| 30D | +21.6% | +6.6% | +15.0% | +19.1% |
| 3M | +20.3% | +16.4% | +3.9% | +13.0% |
| 6M | +54.4% | -19.7% | +74.1% | +54.1% |
| YTD | +168.3% | -42.6% | +211.0% | +190.7% |
| 1Y | +551.8% | -54.2% | +606.0% | +646.0% |
| 3Y | +1,891.5% | -57.1% | +1,948.7% | +2,215.5% |
| 5Y | +1,014.7% | -66.2% | +1,081.0% | +1,071.7% |
| All | +1,014.7% | -66.3% | +1,081.0% | +1,071.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling