+328.9%
ORCL vs HUBS
+323.9%
+5.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | -5.4% | -9.0% | +3.6% | -3.5% |
| 30D | -2.0% | +7.2% | -9.2% | -3.8% |
| 3M | -18.1% | +20.9% | -39.0% | -23.1% |
| 6M | -7.2% | -13.0% | +5.8% | -7.3% |
| YTD | -22.2% | -43.8% | +21.7% | -15.6% |
| 1Y | -50.6% | -54.6% | +4.0% | -44.5% |
| 3Y | +22.9% | -58.5% | +81.3% | +38.5% |
| 5Y | +79.3% | -66.4% | +145.7% | +97.6% |
| All | +328.9% | +323.9% | +5.0% | +161.4% |
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