+327.2%
SMH vs HUBS
-66.4%
+393.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +0.3% | -9.0% | +9.3% | +2.3% |
| 30D | -2.8% | +7.2% | -10.0% | -5.0% |
| 3M | -6.7% | +20.9% | -27.6% | -13.9% |
| 6M | +41.8% | -13.0% | +54.8% | +38.3% |
| YTD | +57.9% | -43.8% | +101.7% | +74.7% |
| 1Y | +87.6% | -54.6% | +142.3% | +120.9% |
| 3Y | +282.9% | -58.5% | +341.4% | +348.9% |
| All | +327.2% | -66.4% | +393.6% | +381.2% |
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