+405.1%
META vs HUBS
+320.5%
+84.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.5% |
| 7D | +5.5% | -12.4% | +17.9% | +9.9% |
| 30D | +7.6% | +1.4% | +6.2% | +6.0% |
| 3M | +13.0% | +16.0% | -3.0% | +4.4% |
| 6M | -1.3% | -17.0% | +15.7% | -1.9% |
| YTD | -2.2% | -44.3% | +42.1% | +9.7% |
| 1Y | -14.0% | -54.3% | +40.3% | +2.4% |
| 3Y | +118.2% | -58.4% | +176.6% | +158.8% |
| 5Y | +71.7% | -66.7% | +138.3% | +101.0% |
| All | +405.1% | +320.5% | +84.6% | +141.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling