+153.8%
QLD vs HUBS
-52.6%
+206.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.0% | +1.7% | +4.0% |
| 7D | -1.2% | -6.4% | +5.2% | +0.3% |
| 30D | -15.7% | -9.2% | -6.5% | -14.3% |
| 3M | -10.0% | -8.0% | -2.0% | -9.8% |
| 6M | -11.2% | +6.0% | -17.3% | -17.8% |
| YTD | +16.4% | -49.4% | +65.8% | +40.4% |
| 1Y | +12.7% | -48.6% | +61.3% | +34.4% |
| All | +153.8% | -52.6% | +206.4% | +222.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling