+282.9%
SPGI vs HUBS
+323.9%
-41.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -7.4% | -9.0% | +1.6% | -5.2% |
| 30D | +0.4% | +7.2% | -6.9% | -1.8% |
| 3M | +5.3% | +20.9% | -15.6% | -1.6% |
| 6M | +1.7% | -13.0% | +14.7% | +1.3% |
| YTD | -16.4% | -43.8% | +27.5% | -7.5% |
| 1Y | -20.5% | -54.6% | +34.1% | -7.9% |
| 3Y | +14.2% | -58.5% | +72.7% | +29.8% |
| 5Y | +0.6% | -66.4% | +67.0% | +11.8% |
| All | +282.9% | +323.9% | -41.0% | +81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling