+407.0%
TRV vs HUBS
+578.5%
-171.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.8% |
| 7D | -1.5% | -12.4% | +10.9% | -0.4% |
| 30D | -1.8% | +1.4% | -3.2% | -2.1% |
| 3M | +21.6% | +16.0% | +5.6% | +19.3% |
| 6M | +22.5% | -17.0% | +39.5% | +22.6% |
| YTD | +28.1% | -44.3% | +72.4% | +32.3% |
| 1Y | +37.0% | -54.3% | +91.3% | +43.5% |
| 3Y | +141.9% | -58.4% | +200.3% | +151.8% |
| 5Y | +158.5% | -66.7% | +225.2% | +166.7% |
| 10Y | +297.5% | +315.9% | -18.4% | +181.0% |
| All | +407.0% | +578.5% | -171.5% | +237.9% |
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