+25.9%
LMT vs HUBS
-54.7%
+80.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.2% | -2.7% | -7.0% |
| 7D | -5.5% | -13.0% | +7.5% | -5.8% |
| 30D | +17.5% | -1.8% | +19.3% | +17.6% |
| 3M | +1.6% | -13.0% | +14.6% | +1.5% |
| 6M | +16.3% | -12.4% | +28.7% | +17.3% |
| YTD | +25.3% | -46.0% | +71.3% | +22.1% |
| 1Y | +25.9% | -54.1% | +80.0% | +23.2% |
| All | +25.9% | -54.7% | +80.5% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling