+2,350.2%
QLD vs HUBS
+651.4%
+1,698.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.3% | +1.7% |
| 7D | +0.6% | -5.0% | +5.6% | +2.9% |
| 30D | -0.1% | -1.0% | +0.9% | -2.3% |
| 3M | -8.4% | +12.4% | -20.7% | -18.2% |
| 6M | +32.2% | -11.1% | +43.3% | +24.0% |
| YTD | +28.9% | -38.3% | +67.2% | +41.7% |
| 1Y | +43.8% | -46.7% | +90.5% | +67.0% |
| 3Y | +176.6% | -55.1% | +231.7% | +240.3% |
| 5Y | +121.6% | -64.8% | +186.4% | +183.3% |
| 10Y | +1,652.9% | +334.3% | +1,318.6% | +593.6% |
| All | +2,350.2% | +651.4% | +1,698.8% | +726.7% |
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