+2,085.1%
SOXX vs HUBS
+583.9%
+1,501.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.4% | -9.0% | +10.4% | +3.9% |
| 30D | -3.6% | +7.2% | -10.8% | -6.2% |
| 3M | -10.2% | +20.9% | -31.0% | -18.3% |
| 6M | +54.2% | -13.0% | +67.3% | +48.4% |
| YTD | +75.2% | -43.8% | +119.1% | +89.9% |
| 1Y | +107.5% | -54.6% | +162.1% | +138.6% |
| 3Y | +226.8% | -58.5% | +285.2% | +275.5% |
| 5Y | +251.2% | -66.4% | +317.6% | +296.1% |
| 10Y | +1,567.6% | +319.2% | +1,248.4% | +767.9% |
| All | +2,085.1% | +583.9% | +1,501.2% | +902.0% |
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