+188.8%
SHEL vs HUBS
-66.4%
+255.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +4.1% | -9.0% | +13.1% | +4.4% |
| 30D | +8.4% | +7.2% | +1.1% | +8.0% |
| 3M | +13.7% | +20.9% | -7.2% | +12.3% |
| 6M | +12.7% | -13.0% | +25.7% | +12.5% |
| YTD | +35.3% | -43.8% | +79.2% | +37.9% |
| 1Y | +39.4% | -54.6% | +94.0% | +43.5% |
| 3Y | +71.5% | -58.5% | +129.9% | +75.8% |
| All | +188.8% | -66.4% | +255.2% | +192.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling