+82.4%
ORCL vs HUBS
-67.3%
+149.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -4.7% |
| 7D | -0.7% | -12.4% | +11.7% | +2.1% |
| 30D | +5.1% | +1.4% | +3.7% | +4.3% |
| 3M | -23.7% | +16.0% | -39.7% | -28.0% |
| 6M | +3.1% | -17.0% | +20.1% | +3.8% |
| YTD | -20.8% | -44.3% | +23.5% | -13.8% |
| 1Y | -52.9% | -54.3% | +1.4% | -46.9% |
| 3Y | +25.4% | -58.4% | +83.8% | +42.4% |
| 5Y | +82.4% | -66.7% | +149.1% | +97.1% |
| All | +82.4% | -67.3% | +149.7% | +97.1% |
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