+573.1%
TMUS vs HUBS
+629.7%
-56.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.5% |
| 7D | -0.3% | -4.3% | +4.0% | +0.3% |
| 30D | +3.1% | +14.2% | -11.1% | +1.0% |
| 3M | +2.4% | +15.5% | -13.1% | -0.6% |
| 6M | -17.1% | -18.9% | +1.9% | -16.6% |
| YTD | -9.1% | -40.1% | +31.0% | -5.0% |
| 1Y | -23.6% | -51.8% | +28.2% | -18.0% |
| 3Y | +38.8% | -55.2% | +94.1% | +46.2% |
| 5Y | +43.0% | -64.7% | +107.6% | +47.9% |
| 10Y | +309.1% | +327.0% | -17.9% | +145.3% |
| All | +573.1% | +629.7% | -56.6% | +268.8% |
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