+412.4%
META vs HUBS
+333.0%
+79.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.3% | +10.8% | +7.9% |
| 7D | +10.3% | -6.2% | +16.5% | +12.4% |
| 30D | +9.9% | +6.6% | +3.3% | +6.5% |
| 3M | +11.9% | +16.4% | -4.5% | +3.3% |
| 6M | +1.2% | -19.7% | +20.9% | +1.8% |
| YTD | -0.8% | -42.6% | +41.8% | +10.3% |
| 1Y | -14.3% | -54.2% | +39.8% | +2.1% |
| 3Y | +121.4% | -57.1% | +178.5% | +160.1% |
| 5Y | +74.5% | -66.2% | +140.7% | +103.5% |
| All | +412.4% | +333.0% | +79.4% | +142.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling