+19.8%
SNPS vs HUBS
-66.4%
+86.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +0.9% | -9.0% | +9.9% | +3.9% |
| 30D | -3.6% | +7.2% | -10.9% | -6.4% |
| 3M | -12.9% | +20.9% | -33.8% | -20.9% |
| 6M | -8.2% | -13.0% | +4.8% | -9.5% |
| YTD | -15.4% | -43.8% | +28.4% | -3.3% |
| 1Y | -9.3% | -54.6% | +45.3% | +11.1% |
| 3Y | -14.0% | -58.5% | +44.5% | +6.0% |
| All | +19.8% | -66.4% | +86.2% | +47.1% |
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