+277.6%
UNP vs HUBS
+323.9%
-46.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -1.8% | -9.0% | +7.2% | -0.6% |
| 30D | -2.7% | +7.2% | -10.0% | -3.9% |
| 3M | +6.5% | +20.9% | -14.4% | +2.6% |
| 6M | +14.4% | -13.0% | +27.4% | +13.6% |
| YTD | +24.8% | -43.8% | +68.7% | +31.5% |
| 1Y | +34.4% | -54.6% | +89.1% | +45.8% |
| 3Y | +43.6% | -58.5% | +102.0% | +54.1% |
| 5Y | +53.2% | -66.4% | +119.6% | +60.7% |
| All | +277.6% | +323.9% | -46.2% | +120.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling