+2,552.3%
STX vs HUBS
+598.6%
+1,953.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.2% | -1.3% |
| 7D | +9.6% | -6.2% | +15.8% | +10.7% |
| 30D | +10.6% | +6.6% | +4.0% | +8.4% |
| 3M | +4.8% | +16.4% | -11.6% | -1.9% |
| 6M | +137.3% | -19.7% | +157.0% | +135.2% |
| YTD | +222.5% | -42.6% | +265.1% | +241.8% |
| 1Y | +366.2% | -54.2% | +420.4% | +415.4% |
| 3Y | +1,352.9% | -57.1% | +1,410.1% | +1,490.5% |
| 5Y | +1,077.4% | -66.2% | +1,143.7% | +1,160.6% |
| 10Y | +3,621.5% | +328.3% | +3,293.2% | +1,798.5% |
| All | +2,552.3% | +598.6% | +1,953.7% | +1,090.0% |
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