+159.7%
TRV vs HUBS
-66.4%
+226.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.1% |
| 7D | +1.9% | -9.0% | +10.9% | +2.2% |
| 30D | +1.7% | +7.2% | -5.5% | +1.5% |
| 3M | +23.9% | +20.9% | +3.0% | +23.0% |
| 6M | +26.3% | -13.0% | +39.3% | +26.1% |
| YTD | +30.8% | -43.8% | +74.7% | +32.3% |
| 1Y | +36.3% | -54.6% | +91.0% | +38.6% |
| 3Y | +145.0% | -58.5% | +203.5% | +149.2% |
| All | +159.7% | -66.4% | +226.1% | +153.8% |
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 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