+29.8%
USB vs HUBS
-49.2%
+79.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.5% |
| 7D | 0.0% | -14.6% | +14.6% | +0.1% |
| 30D | +5.8% | -8.9% | +14.8% | +5.9% |
| 3M | -6.0% | -0.9% | -5.1% | -5.9% |
| 6M | +7.8% | -14.7% | +22.5% | +7.8% |
| YTD | +14.6% | -50.0% | +64.6% | +19.5% |
| All | +29.8% | -49.2% | +79.0% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling