+45.4%
SMR vs HUBS
-58.2%
+103.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.8% | -16.5% | -15.9% |
| 7D | -11.2% | -9.0% | -2.2% | -8.9% |
| 30D | -10.2% | +7.2% | -17.5% | -12.6% |
| 3M | -10.0% | +20.9% | -30.9% | -19.7% |
| 6M | -30.5% | -13.0% | -17.4% | -31.5% |
| YTD | -39.2% | -43.8% | +4.6% | -27.0% |
| 1Y | -75.5% | -54.6% | -20.9% | -66.7% |
| 3Y | +45.4% | -58.5% | +103.9% | +56.9% |
| All | +45.4% | -58.2% | +103.7% | +56.9% |
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