+298.8%
SCHD vs HUBS
+583.9%
-285.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.0% | -9.0% | +7.0% | -0.9% |
| 30D | -0.4% | +7.2% | -7.6% | -1.4% |
| 3M | +5.7% | +20.9% | -15.1% | +2.6% |
| 6M | +11.9% | -13.0% | +24.9% | +11.4% |
| YTD | +26.4% | -43.8% | +70.3% | +31.9% |
| 1Y | +27.6% | -54.6% | +82.3% | +36.1% |
| 3Y | +54.9% | -58.5% | +113.4% | +63.9% |
| 5Y | +60.9% | -66.4% | +127.3% | +66.8% |
| 10Y | +243.4% | +319.2% | -75.8% | +136.5% |
| All | +298.8% | +583.9% | -285.0% | +159.4% |
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