+789.1%
NOW vs HUBS
+323.9%
+465.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.6% |
| 7D | -6.2% | -9.0% | +2.8% | -1.3% |
| 30D | +6.1% | +7.2% | -1.2% | +1.7% |
| 3M | +28.6% | +20.9% | +7.7% | +13.2% |
| 6M | +14.6% | -13.0% | +27.6% | +19.5% |
| YTD | -13.5% | -43.8% | +30.4% | +12.6% |
| 1Y | -29.4% | -54.6% | +25.3% | +1.2% |
| 3Y | +9.4% | -58.5% | +67.8% | +58.6% |
| 5Y | +2.3% | -66.4% | +68.7% | +50.7% |
| All | +789.1% | +323.9% | +465.2% | +261.5% |
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