+3,409.5%
LITE vs HUBS
+318.6%
+3,090.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -4.6% |
| 7D | +10.8% | +8.3% | +2.5% | +8.8% |
| 30D | -33.4% | -4.0% | -29.5% | -33.1% |
| 3M | -32.2% | -9.7% | -22.6% | -32.1% |
| 6M | -42.1% | +21.4% | -63.5% | -48.9% |
| YTD | +61.9% | -45.9% | +107.7% | +72.3% |
| 1Y | +163.0% | -44.4% | +207.4% | +176.9% |
| 3Y | +1,358.0% | -49.7% | +1,407.7% | +1,456.0% |
| 5Y | +549.9% | -74.2% | +624.1% | +680.5% |
| 10Y | +1,530.1% | +275.5% | +1,254.6% | +733.7% |
| All | +3,409.5% | +318.6% | +3,090.9% | +1,696.4% |
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 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