+399.6%
ORCL vs HUBS
+629.7%
-230.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.3% | +2.9% |
| 7D | +15.0% | -4.3% | +19.3% | +15.9% |
| 30D | +10.5% | +14.2% | -3.7% | +7.2% |
| 3M | -23.0% | +15.5% | -38.5% | -26.6% |
| 6M | +7.0% | -18.9% | +25.9% | +8.3% |
| YTD | -15.8% | -40.1% | +24.3% | -10.3% |
| 1Y | -31.1% | -51.8% | +20.7% | -24.0% |
| 3Y | +33.3% | -55.2% | +88.5% | +47.1% |
| 5Y | +94.3% | -64.7% | +159.0% | +110.8% |
| 10Y | +363.4% | +327.0% | +36.4% | +197.8% |
| All | +399.6% | +629.7% | -230.1% | +201.0% |
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