+568.6%
SE vs HUBS
+168.3%
+400.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -2.1% |
| 7D | -3.6% | -6.2% | +2.6% | -0.8% |
| 30D | -5.3% | +6.6% | -11.9% | -9.7% |
| 3M | +28.1% | +16.4% | +11.7% | +13.6% |
| 6M | +20.7% | -19.7% | +40.4% | +22.0% |
| YTD | -14.8% | -42.6% | +27.9% | -0.5% |
| 1Y | -43.6% | -54.2% | +10.6% | -27.4% |
| 3Y | +184.2% | -57.1% | +241.4% | +247.2% |
| 5Y | -66.3% | -66.2% | -0.1% | -56.7% |
| All | +568.6% | +168.3% | +400.3% | +262.0% |
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