+32.6%
NET vs HUBS
-71.5%
+104.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.6% | +0.5% |
| 7D | -16.4% | -13.0% | -3.4% | -7.6% |
| 30D | -25.8% | -1.8% | -24.0% | -26.1% |
| 3M | -11.5% | -13.0% | +1.4% | -8.6% |
| 6M | +18.9% | -12.4% | +31.4% | +16.2% |
| YTD | +35.2% | -46.0% | +81.2% | +86.0% |
| 1Y | +14.5% | -54.1% | +68.6% | +76.9% |
| 3Y | +313.8% | -48.8% | +362.6% | +404.9% |
| 5Y | +32.6% | -73.6% | +106.1% | +190.6% |
| All | +32.6% | -71.5% | +104.1% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling