-14.1%
SWKS vs HUBS
-57.3%
+43.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.3% | +5.8% | +2.1% |
| 7D | +6.8% | -6.2% | +13.0% | +7.7% |
| 30D | +11.3% | +6.6% | +4.7% | +9.7% |
| 3M | +4.1% | +16.4% | -12.4% | +0.1% |
| 6M | +39.7% | -19.7% | +59.4% | +42.1% |
| YTD | +23.2% | -42.6% | +65.9% | +37.6% |
| 1Y | +5.3% | -54.2% | +59.4% | +25.6% |
| All | -14.1% | -57.3% | +43.2% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling