+397.9%
SHW vs HUBS
+578.5%
-180.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.5% |
| 7D | -4.5% | -12.4% | +7.9% | -2.3% |
| 30D | -12.7% | +1.4% | -14.1% | -13.3% |
| 3M | +4.7% | +16.0% | -11.3% | +0.7% |
| 6M | -3.4% | -17.0% | +13.6% | -3.4% |
| YTD | -1.3% | -44.3% | +43.0% | +5.3% |
| 1Y | -10.4% | -54.3% | +44.0% | -1.3% |
| 3Y | +20.1% | -58.4% | +78.5% | +31.0% |
| 5Y | +10.5% | -66.7% | +77.2% | +17.9% |
| 10Y | +280.3% | +315.9% | -35.6% | +138.5% |
| All | +397.9% | +578.5% | -180.6% | +196.5% |
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