+282.9%
SMH vs HUBS
-58.2%
+341.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +0.3% | -9.0% | +9.3% | +1.2% |
| 30D | -2.8% | +7.2% | -10.0% | -3.8% |
| 3M | -6.7% | +20.9% | -27.6% | -10.5% |
| 6M | +41.8% | -13.0% | +54.8% | +41.7% |
| YTD | +57.9% | -43.8% | +101.7% | +78.4% |
| 1Y | +87.6% | -54.6% | +142.3% | +125.9% |
| 3Y | +282.9% | -58.5% | +341.4% | +353.9% |
| All | +282.9% | -58.2% | +341.2% | +353.9% |
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