+719.6%
META vs HUBS
+651.4%
+68.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.9% |
| 7D | +6.7% | -5.0% | +11.7% | +8.3% |
| 30D | +4.8% | -1.0% | +5.8% | +3.4% |
| 3M | -1.6% | +12.4% | -14.0% | -7.4% |
| 6M | -7.5% | -11.1% | +3.7% | -9.7% |
| YTD | -6.4% | -38.3% | +31.9% | +1.0% |
| 1Y | -17.3% | -46.7% | +29.3% | -7.6% |
| 3Y | +109.9% | -55.1% | +165.0% | +141.0% |
| 5Y | +65.4% | -64.8% | +130.2% | +88.8% |
| 10Y | +391.8% | +334.3% | +57.5% | +173.2% |
| All | +719.6% | +651.4% | +68.2% | +311.4% |
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