+122.5%
QLD vs HUBS
-66.3%
+188.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.6% | +1.1% |
| 7D | +1.9% | -6.2% | +8.1% | +4.5% |
| 30D | -1.8% | +6.6% | -8.4% | -5.6% |
| 3M | -0.1% | +16.4% | -16.5% | -11.6% |
| 6M | +32.6% | -19.7% | +52.3% | +32.3% |
| YTD | +27.9% | -42.6% | +70.5% | +48.6% |
| 1Y | +40.3% | -54.2% | +94.4% | +81.0% |
| 3Y | +182.5% | -57.1% | +239.6% | +262.2% |
| 5Y | +122.5% | -66.2% | +188.8% | +175.0% |
| All | +122.5% | -66.3% | +188.8% | +175.0% |
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 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