+5,083.9%
LITE vs HUBS
+377.1%
+4,706.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.9% | +6.9% | +4.7% |
| 7D | -1.5% | -5.0% | +3.5% | -0.4% |
| 30D | +6.7% | -1.0% | +7.7% | +4.8% |
| 3M | -6.8% | +12.4% | -19.1% | -13.2% |
| 6M | +29.4% | -11.1% | +40.6% | +23.7% |
| YTD | +139.1% | -38.3% | +177.4% | +150.6% |
| 1Y | +521.0% | -46.7% | +567.7% | +569.8% |
| 3Y | +1,535.3% | -55.1% | +1,590.4% | +1,745.7% |
| 5Y | +889.8% | -64.8% | +954.7% | +997.0% |
| 10Y | +2,400.7% | +334.3% | +2,066.4% | +1,157.5% |
| All | +5,083.9% | +377.1% | +4,706.8% | +2,511.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling