+99.6%
STM vs HUBS
-46.5%
+146.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +1.6% |
| 7D | +5.8% | -5.0% | +10.8% | +5.3% |
| 30D | -1.0% | -1.0% | 0.0% | -0.6% |
| 3M | -33.3% | +12.4% | -45.6% | -31.5% |
| 6M | +57.4% | -11.1% | +68.5% | +62.5% |
| YTD | +102.2% | -38.3% | +140.5% | +126.2% |
| 1Y | +99.6% | -46.7% | +146.3% | +127.5% |
| All | +99.6% | -46.5% | +146.1% | +127.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling