+1,048.0%
STX vs HUBS
-66.4%
+1,114.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.8% |
| 7D | -2.3% | -9.0% | +6.7% | -1.2% |
| 30D | -5.5% | +7.2% | -12.7% | -6.8% |
| 3M | -4.3% | +20.9% | -25.2% | -9.5% |
| 6M | +115.6% | -13.0% | +128.6% | +112.6% |
| YTD | +202.2% | -43.8% | +246.0% | +224.7% |
| 1Y | +325.3% | -54.6% | +379.9% | +374.9% |
| 3Y | +1,283.9% | -58.5% | +1,342.4% | +1,441.3% |
| All | +1,048.0% | -66.4% | +1,114.4% | +1,112.7% |
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