+78.9%
UBER vs HUBS
-66.4%
+145.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -5.4% | -9.0% | +3.6% | -2.3% |
| 30D | -4.9% | +7.2% | -12.1% | -8.1% |
| 3M | +3.0% | +20.9% | -17.8% | -6.9% |
| 6M | -4.4% | -13.0% | +8.6% | -5.8% |
| YTD | -12.3% | -43.8% | +31.6% | +0.8% |
| 1Y | -24.3% | -54.6% | +30.3% | -6.1% |
| 3Y | +46.4% | -58.5% | +104.9% | +78.7% |
| All | +78.9% | -66.4% | +145.3% | +100.4% |
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