+2,207.7%
TER vs HUBS
+598.6%
+1,609.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.3% | +7.4% | +4.2% |
| 7D | +12.4% | -6.2% | +18.6% | +14.0% |
| 30D | +5.1% | +6.6% | -1.5% | +2.2% |
| 3M | +4.0% | +16.4% | -12.5% | -4.8% |
| 6M | +29.5% | -19.7% | +49.3% | +26.5% |
| YTD | +98.5% | -42.6% | +141.1% | +111.0% |
| 1Y | +234.1% | -54.2% | +288.3% | +279.2% |
| 3Y | +289.0% | -57.1% | +346.2% | +336.1% |
| 5Y | +228.2% | -66.2% | +294.4% | +264.6% |
| 10Y | +1,895.7% | +328.3% | +1,567.4% | +918.9% |
| All | +2,207.7% | +598.6% | +1,609.1% | +942.2% |
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 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