+1.2%
NOW vs HUBS
-67.3%
+68.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +1.7% |
| 7D | -9.9% | -12.4% | +2.5% | -3.0% |
| 30D | +2.8% | +1.4% | +1.5% | +1.5% |
| 3M | +23.7% | +16.0% | +7.7% | +10.8% |
| 6M | +12.5% | -17.0% | +29.5% | +20.0% |
| YTD | -14.4% | -44.3% | +29.9% | +12.3% |
| 1Y | -29.0% | -54.3% | +25.3% | +1.9% |
| 3Y | +9.3% | -58.4% | +67.7% | +59.1% |
| 5Y | +1.2% | -66.7% | +67.9% | +52.7% |
| All | +1.2% | -67.3% | +68.5% | +52.7% |
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