+61.9%
UPS vs HUBS
+578.5%
-516.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.6% | +1.1% |
| 7D | -3.4% | -12.4% | +9.0% | -1.8% |
| 30D | -2.7% | +1.4% | -4.1% | -3.2% |
| 3M | -1.6% | +16.0% | -17.6% | -4.5% |
| 6M | +2.3% | -17.0% | +19.3% | +2.5% |
| YTD | +5.6% | -44.3% | +49.9% | +11.0% |
| 1Y | +27.1% | -54.3% | +81.4% | +36.8% |
| 3Y | -26.3% | -58.4% | +32.1% | -21.1% |
| 5Y | -34.5% | -66.7% | +32.2% | -31.4% |
| 10Y | +37.1% | +315.9% | -278.8% | +1.5% |
| All | +61.9% | +578.5% | -516.5% | +14.5% |
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