+1.5%
SMR vs HUBS
-57.6%
+59.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.9% |
| 7D | +4.7% | -12.4% | +17.1% | +7.7% |
| 30D | +3.2% | +1.4% | +1.9% | +2.5% |
| 3M | +9.9% | +16.0% | -6.1% | +2.8% |
| 6M | -15.1% | -17.0% | +1.9% | -15.1% |
| YTD | -27.9% | -44.3% | +16.3% | -20.5% |
| 1Y | -70.2% | -54.3% | -15.9% | -65.1% |
| 3Y | +72.5% | -58.4% | +130.9% | +105.7% |
| All | +1.5% | -57.6% | +59.1% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling