+24.0%
NET vs HUBS
-75.1%
+99.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -5.4% | -2.9% | -4.4% |
| 7D | -21.2% | -14.4% | -6.8% | -11.7% |
| 30D | -31.1% | -5.6% | -25.5% | -29.3% |
| 3M | -16.5% | -18.1% | +1.5% | -9.7% |
| 6M | 0.0% | -16.7% | +16.7% | +1.4% |
| YTD | +24.0% | -48.9% | +72.9% | +77.8% |
| 1Y | +7.0% | -55.9% | +62.9% | +70.0% |
| 3Y | +279.6% | -51.5% | +331.1% | +382.7% |
| 5Y | +24.0% | -74.5% | +98.4% | +179.7% |
| All | +24.0% | -75.1% | +99.0% | +179.7% |
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