+7.2%
SYK vs HUBS
-66.4%
+73.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.9% |
| 7D | -9.1% | -9.0% | -0.1% | -7.8% |
| 30D | -20.6% | +7.2% | -27.9% | -21.7% |
| 3M | -9.6% | +20.9% | -30.5% | -13.0% |
| 6M | -19.9% | -13.0% | -6.8% | -20.2% |
| YTD | -21.2% | -43.8% | +22.7% | -16.0% |
| 1Y | -28.4% | -54.6% | +26.2% | -21.2% |
| 3Y | -5.3% | -58.5% | +53.1% | +3.2% |
| All | +7.2% | -66.4% | +73.6% | +8.2% |
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