+96.1%
SHOP vs HUBS
-58.6%
+154.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | +1.3% |
| 7D | -13.2% | -12.4% | -0.8% | -7.4% |
| 30D | -17.0% | +1.4% | -18.4% | -18.3% |
| 3M | +17.0% | +16.0% | +1.1% | +4.3% |
| 6M | -2.1% | -17.0% | +14.9% | +0.7% |
| YTD | -21.4% | -44.3% | +22.9% | +1.5% |
| 1Y | -11.0% | -54.3% | +43.3% | +28.3% |
| All | +96.1% | -58.6% | +154.7% | +198.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling