+2,043.3%
QLD vs HUBS
+559.3%
+1,484.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.1% | -2.8% |
| 7D | +7.0% | +8.3% | -1.3% | +3.1% |
| 30D | -14.3% | -4.0% | -10.3% | -13.4% |
| 3M | -16.0% | -9.7% | -6.3% | -14.6% |
| 6M | -14.2% | +21.4% | -35.6% | -30.2% |
| YTD | +12.8% | -45.9% | +58.6% | +28.6% |
| 1Y | +14.1% | -44.4% | +58.4% | +27.6% |
| 3Y | +146.0% | -49.7% | +195.6% | +176.1% |
| 5Y | +82.0% | -74.2% | +156.2% | +166.7% |
| 10Y | +1,470.1% | +275.5% | +1,194.6% | +548.6% |
| All | +2,043.3% | +559.3% | +1,484.0% | +650.5% |
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 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