+407.1%
SHW vs HUBS
+583.9%
-176.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +1.7% |
| 7D | -3.1% | -9.0% | +5.9% | -1.6% |
| 30D | -10.0% | +7.2% | -17.3% | -11.5% |
| 3M | +2.3% | +20.9% | -18.6% | -2.3% |
| 6M | +0.7% | -13.0% | +13.7% | -0.1% |
| YTD | +0.5% | -43.8% | +44.3% | +7.1% |
| 1Y | -11.5% | -54.6% | +43.2% | -2.3% |
| 3Y | +21.3% | -58.5% | +79.8% | +32.4% |
| 5Y | +12.5% | -66.4% | +78.9% | +20.0% |
| 10Y | +287.3% | +319.2% | -31.9% | +142.6% |
| All | +407.1% | +583.9% | -176.8% | +201.6% |
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