+0.1%
SCHW vs HUBS
-56.6%
+56.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.5% | -0.5% |
| 7D | +3.5% | -14.4% | +17.9% | +4.6% |
| 30D | -4.4% | -5.6% | +1.2% | -4.1% |
| 3M | -14.0% | -18.1% | +4.0% | -13.2% |
| 6M | +0.8% | -16.7% | +17.6% | +0.9% |
| YTD | -6.4% | -48.9% | +42.5% | -4.2% |
| 1Y | +0.1% | -55.9% | +56.0% | +3.1% |
| All | +0.1% | -56.6% | +56.7% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling