+25.8%
TMO vs HUBS
-46.5%
+72.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.2% | -0.6% |
| 7D | -1.4% | -5.0% | +3.7% | -1.2% |
| 30D | +6.2% | -1.0% | +7.3% | +6.1% |
| 3M | +27.5% | +12.4% | +15.1% | +26.4% |
| 6M | +20.0% | -11.1% | +31.1% | +19.4% |
| YTD | +6.1% | -38.3% | +44.4% | +5.3% |
| 1Y | +25.8% | -46.7% | +72.5% | +23.4% |
| All | +25.8% | -46.5% | +72.3% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling