+441.7%
UNH vs HUBS
+583.9%
-142.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.5% |
| 7D | -4.5% | -9.0% | +4.4% | -3.5% |
| 30D | -6.5% | +7.2% | -13.8% | -7.6% |
| 3M | -6.0% | +20.9% | -26.9% | -9.1% |
| 6M | +33.7% | -13.0% | +46.7% | +32.8% |
| YTD | +16.4% | -43.8% | +60.2% | +21.7% |
| 1Y | +10.1% | -54.6% | +64.7% | +17.8% |
| 3Y | -16.3% | -58.5% | +42.2% | -11.5% |
| 5Y | +2.1% | -66.4% | +68.5% | +6.2% |
| 10Y | +233.1% | +319.2% | -86.2% | +107.6% |
| All | +441.7% | +583.9% | -142.2% | +208.5% |
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