+44.6%
SMCI vs HUBS
-58.2%
+102.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | +1.3% | -9.0% | +10.3% | +3.1% |
| 30D | +6.6% | +7.2% | -0.6% | +4.6% |
| 3M | +25.4% | +20.9% | +4.6% | +15.5% |
| 6M | +26.1% | -13.0% | +39.2% | +24.8% |
| YTD | +37.0% | -43.8% | +80.9% | +60.2% |
| 1Y | -8.8% | -54.6% | +45.9% | +16.3% |
| 3Y | +44.6% | -58.5% | +103.1% | +88.9% |
| All | +44.6% | -58.2% | +102.8% | +88.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling