+494.4%
TEAM vs HUBS
+323.9%
+170.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -5.2% | -9.0% | +3.8% | +0.8% |
| 30D | +15.8% | +7.2% | +8.5% | +10.0% |
| 3M | +101.5% | +20.9% | +80.6% | +75.7% |
| 6M | +138.2% | -13.0% | +151.2% | +154.1% |
| YTD | +10.8% | -43.8% | +54.7% | +55.8% |
| 1Y | +1.7% | -54.6% | +56.3% | +61.3% |
| 3Y | -16.0% | -58.5% | +42.4% | +38.8% |
| 5Y | -52.7% | -66.4% | +13.7% | -16.3% |
| All | +494.4% | +323.9% | +170.6% | +242.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling