+54.0%
UNP vs HUBS
-66.4%
+120.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -1.8% | -9.0% | +7.2% | -1.2% |
| 30D | -2.7% | +7.2% | -10.0% | -3.3% |
| 3M | +6.5% | +20.9% | -14.4% | +4.4% |
| 6M | +14.4% | -13.0% | +27.4% | +14.2% |
| YTD | +24.8% | -43.8% | +68.7% | +29.5% |
| 1Y | +34.4% | -54.6% | +89.1% | +42.2% |
| 3Y | +43.6% | -58.5% | +102.0% | +51.3% |
| All | +54.0% | -66.4% | +120.4% | +53.7% |
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