+42.4%
TMUS vs HUBS
-67.3%
+109.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.1% |
| 7D | -5.8% | -12.4% | +6.6% | -4.8% |
| 30D | -0.2% | +1.4% | -1.6% | -0.5% |
| 3M | -4.0% | +16.0% | -19.9% | -5.6% |
| 6M | -18.1% | -17.0% | -1.1% | -18.0% |
| YTD | -11.3% | -44.3% | +33.0% | -8.4% |
| 1Y | -24.7% | -54.3% | +29.6% | -21.1% |
| 3Y | +35.4% | -58.4% | +93.8% | +40.4% |
| 5Y | +42.4% | -66.7% | +109.1% | +38.3% |
| All | +42.4% | -67.3% | +109.7% | +38.3% |
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