+753.4%
META vs HUBS
+559.3%
+194.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | +5.2% | +8.3% | -3.1% | +2.6% |
| 30D | -13.0% | -4.0% | -9.0% | -12.6% |
| 3M | +7.9% | -9.7% | +17.6% | +9.1% |
| 6M | +4.2% | +21.4% | -17.1% | -7.6% |
| YTD | -2.5% | -45.9% | +43.3% | +7.7% |
| 1Y | +5.6% | -44.4% | +50.0% | +15.4% |
| 3Y | +96.8% | -49.7% | +146.5% | +113.6% |
| 5Y | +90.0% | -74.2% | +164.2% | +135.3% |
| 10Y | +444.3% | +275.5% | +168.8% | +210.9% |
| All | +753.4% | +559.3% | +194.1% | +338.9% |
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