+404.5%
TSM vs HUBS
-58.2%
+462.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +1.0% | -9.0% | +10.0% | +1.9% |
| 30D | +1.0% | +7.2% | -6.3% | -0.1% |
| 3M | +2.9% | +20.9% | -18.0% | -1.3% |
| 6M | +22.8% | -13.0% | +35.9% | +22.8% |
| YTD | +43.3% | -43.8% | +87.2% | +58.6% |
| 1Y | +69.2% | -54.6% | +123.8% | +97.3% |
| 3Y | +404.5% | -58.5% | +463.0% | +476.3% |
| All | +404.5% | -58.2% | +462.7% | +476.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling