-16.3%
SLB vs HUBS
+629.7%
-646.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.4% |
| 7D | +0.4% | -4.3% | +4.7% | +0.9% |
| 30D | +13.6% | +14.2% | -0.7% | +11.4% |
| 3M | +1.5% | +15.5% | -14.0% | -1.5% |
| 6M | +23.0% | -18.9% | +42.0% | +23.4% |
| YTD | +51.2% | -40.1% | +91.3% | +57.1% |
| 1Y | +63.5% | -51.8% | +115.3% | +74.6% |
| 3Y | +2.5% | -55.2% | +57.8% | +8.7% |
| 5Y | +139.2% | -64.7% | +203.9% | +149.8% |
| 10Y | -4.8% | +327.0% | -331.7% | -42.7% |
| All | -16.3% | +629.7% | -646.0% | -53.4% |
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