+74.5%
UBER vs HUBS
+24.4%
+50.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +3.3% |
| 7D | -4.5% | -12.4% | +7.9% | +0.8% |
| 30D | -7.6% | +1.4% | -9.0% | -9.3% |
| 3M | +5.8% | +16.0% | -10.2% | -4.7% |
| 6M | +0.3% | -17.0% | +17.3% | 0.0% |
| YTD | -11.2% | -44.3% | +33.1% | +3.6% |
| 1Y | -23.0% | -54.3% | +31.3% | -3.0% |
| 3Y | +53.6% | -58.4% | +112.0% | +89.8% |
| 5Y | +81.9% | -66.7% | +148.6% | +122.5% |
| All | +74.5% | +24.4% | +50.2% | -26.5% |
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