+43.4%
SMH vs HUBS
-54.7%
+98.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | -3.2% |
| 7D | -11.2% | -13.0% | +1.8% | -12.6% |
| 30D | -20.4% | -1.8% | -18.7% | -20.5% |
| 3M | -12.4% | -13.0% | +0.5% | -13.1% |
| 6M | -0.5% | -12.4% | +11.9% | +1.4% |
| YTD | +40.0% | -46.0% | +86.0% | +47.4% |
| 1Y | +43.4% | -54.1% | +97.5% | +54.0% |
| All | +43.4% | -54.7% | +98.1% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling