+33.6%
USB vs HUBS
-50.9%
+84.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -1.4% |
| 7D | +2.1% | -4.3% | +6.3% | +2.1% |
| 30D | -2.3% | +14.2% | -16.5% | -2.5% |
| 3M | +13.9% | +15.5% | -1.7% | +13.5% |
| 6M | +21.6% | -18.9% | +40.5% | +23.0% |
| YTD | +19.3% | -40.1% | +59.4% | +24.4% |
| 1Y | +33.6% | -51.8% | +85.3% | +40.8% |
| All | +33.6% | -50.9% | +84.5% | +40.8% |
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