-66.5%
U vs HUBS
-66.4%
-0.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.0% |
| 7D | +5.5% | -9.0% | +14.5% | +12.1% |
| 30D | -1.3% | +7.2% | -8.5% | -7.9% |
| 3M | +64.6% | +20.9% | +43.7% | +30.1% |
| 6M | +119.4% | -13.0% | +132.4% | +103.1% |
| YTD | -0.5% | -43.8% | +43.4% | +29.0% |
| 1Y | +1.3% | -54.6% | +55.9% | +52.8% |
| 3Y | +15.6% | -58.5% | +74.1% | +70.5% |
| All | -66.5% | -66.4% | -0.1% | -50.1% |
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