+216.4%
TER vs HUBS
-66.4%
+282.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | +6.4% | -9.0% | +15.3% | +8.0% |
| 30D | -5.7% | +7.2% | -12.9% | -7.5% |
| 3M | -0.4% | +20.9% | -21.3% | -7.3% |
| 6M | +25.8% | -13.0% | +38.9% | +22.3% |
| YTD | +96.4% | -43.8% | +140.3% | +115.0% |
| 1Y | +229.2% | -54.6% | +283.9% | +284.1% |
| 3Y | +288.1% | -58.5% | +346.6% | +349.0% |
| All | +216.4% | -66.4% | +282.8% | +245.9% |
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