+121.9%
T vs HUBS
+578.5%
-456.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.7% |
| 7D | -2.4% | -12.4% | +9.9% | -1.8% |
| 30D | +4.3% | +1.4% | +2.9% | +4.1% |
| 3M | +11.6% | +16.0% | -4.4% | +10.2% |
| 6M | -5.6% | -17.0% | +11.4% | -5.5% |
| YTD | +6.6% | -44.3% | +50.9% | +8.8% |
| 1Y | -8.4% | -54.3% | +45.9% | -5.5% |
| 3Y | +107.8% | -58.4% | +166.2% | +112.6% |
| 5Y | +68.3% | -66.7% | +135.0% | +69.6% |
| 10Y | +71.1% | +315.9% | -244.8% | +33.6% |
| All | +121.9% | +578.5% | -456.6% | +68.4% |
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