+128.4%
USB vs HUBS
+525.0%
-396.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.1% | +2.2% |
| 7D | +0.8% | -11.8% | +12.6% | +2.4% |
| 30D | +6.8% | -9.8% | +16.6% | +8.1% |
| 3M | -3.8% | -2.1% | -1.6% | -4.3% |
| 6M | +11.7% | +4.4% | +7.4% | +8.2% |
| YTD | +17.5% | -48.7% | +66.2% | +24.7% |
| 1Y | +33.8% | -48.3% | +82.1% | +41.7% |
| 3Y | +104.2% | -50.4% | +154.6% | +113.9% |
| 5Y | +26.4% | -75.8% | +102.2% | +40.4% |
| 10Y | +89.2% | +262.9% | -173.7% | +23.9% |
| All | +128.4% | +525.0% | -396.6% | +38.1% |
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