+115.3%
SPOT vs HUBS
-66.4%
+181.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -3.1% | -9.0% | +5.9% | +0.3% |
| 30D | +7.4% | +7.2% | +0.1% | +3.5% |
| 3M | +8.2% | +20.9% | -12.7% | -2.6% |
| 6M | +2.2% | -13.0% | +15.2% | +0.6% |
| YTD | -9.5% | -43.8% | +34.4% | +5.5% |
| 1Y | -23.8% | -54.6% | +30.8% | -4.1% |
| 3Y | +233.5% | -58.5% | +291.9% | +312.5% |
| All | +115.3% | -66.4% | +181.7% | +145.3% |
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