+357.1%
SCHW vs HUBS
+583.9%
-226.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -1.9% | -9.0% | +7.1% | -0.2% |
| 30D | -1.6% | +7.2% | -8.9% | -3.3% |
| 3M | +21.3% | +20.9% | +0.4% | +15.3% |
| 6M | +16.5% | -13.0% | +29.5% | +15.7% |
| YTD | +8.4% | -43.8% | +52.3% | +15.9% |
| 1Y | +15.6% | -54.6% | +70.3% | +27.9% |
| 3Y | +86.8% | -58.5% | +145.3% | +104.7% |
| 5Y | +60.5% | -66.4% | +126.9% | +71.6% |
| 10Y | +297.7% | +319.2% | -21.5% | +116.8% |
| All | +357.1% | +583.9% | -226.7% | +123.4% |
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