+1,049.8%
NOW vs HUBS
+629.7%
+420.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.9% | -2.1% | -3.5% |
| 7D | -6.1% | -4.3% | -1.8% | -3.8% |
| 30D | +7.5% | +14.2% | -6.8% | 0.0% |
| 3M | +17.5% | +15.5% | +2.0% | +7.0% |
| 6M | +7.9% | -18.9% | +26.9% | +16.5% |
| YTD | -12.4% | -40.1% | +27.7% | +9.0% |
| 1Y | -28.6% | -51.8% | +23.2% | -2.5% |
| 3Y | +11.8% | -55.2% | +67.1% | +53.7% |
| 5Y | +2.6% | -64.7% | +67.3% | +45.2% |
| 10Y | +790.0% | +327.0% | +463.0% | +301.7% |
| All | +1,049.8% | +629.7% | +420.2% | +321.9% |
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