+7,358.2%
SHOP vs HUBS
+352.2%
+7,006.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.3% | -1.2% | -2.8% |
| 7D | -10.6% | -6.2% | -4.4% | -6.8% |
| 30D | -18.3% | +6.6% | -24.9% | -22.6% |
| 3M | +14.8% | +16.4% | -1.6% | -0.9% |
| 6M | -5.0% | -19.7% | +14.7% | -1.1% |
| YTD | -21.2% | -42.6% | +21.4% | -1.0% |
| 1Y | -11.6% | -54.2% | +42.6% | +26.0% |
| 3Y | +101.2% | -57.1% | +158.4% | +194.5% |
| 5Y | -15.7% | -66.2% | +50.5% | +39.0% |
| 10Y | +2,989.4% | +328.3% | +2,661.2% | +1,206.4% |
| All | +7,358.2% | +352.2% | +7,006.0% | +3,410.1% |
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 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