+133.6%
SLB vs HUBS
-67.3%
+200.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.7% |
| 7D | -2.4% | -12.4% | +9.9% | -1.9% |
| 30D | +4.9% | +1.4% | +3.5% | +4.7% |
| 3M | +1.4% | +16.0% | -14.5% | +0.2% |
| 6M | +17.6% | -17.0% | +34.6% | +17.7% |
| YTD | +48.3% | -44.3% | +92.6% | +52.4% |
| 1Y | +58.7% | -54.3% | +113.0% | +65.2% |
| 3Y | +0.6% | -58.4% | +58.9% | +5.1% |
| 5Y | +133.6% | -66.7% | +200.2% | +145.2% |
| All | +133.6% | -67.3% | +200.9% | +145.2% |
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