-16.0%
TEAM vs HUBS
-58.2%
+42.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -5.2% | -9.0% | +3.8% | +1.4% |
| 30D | +15.8% | +7.2% | +8.5% | +9.3% |
| 3M | +101.5% | +20.9% | +80.6% | +71.7% |
| 6M | +138.2% | -13.0% | +151.2% | +151.6% |
| YTD | +10.8% | -43.8% | +54.7% | +59.3% |
| 1Y | +1.7% | -54.6% | +56.3% | +67.0% |
| 3Y | -16.0% | -58.5% | +42.4% | +42.7% |
| All | -16.0% | -58.2% | +42.2% | +42.7% |
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