+164.3%
SLV vs HUBS
-66.4%
+230.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -2.8% | -9.0% | +6.2% | -2.4% |
| 30D | -1.6% | +7.2% | -8.8% | -2.0% |
| 3M | -4.4% | +20.9% | -25.3% | -5.7% |
| 6M | -25.4% | -13.0% | -12.4% | -25.3% |
| YTD | -9.8% | -43.8% | +34.1% | -6.4% |
| 1Y | +53.8% | -54.6% | +108.4% | +62.0% |
| 3Y | +174.7% | -58.5% | +233.1% | +187.9% |
| All | +164.3% | -66.4% | +230.7% | +168.1% |
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 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