+213.1%
USO vs HUBS
-66.4%
+279.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | +9.1% | -9.0% | +18.1% | +9.2% |
| 30D | +21.7% | +7.2% | +14.4% | +21.5% |
| 3M | +20.2% | +20.9% | -0.6% | +19.4% |
| 6M | +43.4% | -13.0% | +56.4% | +43.3% |
| YTD | +124.0% | -43.8% | +167.8% | +126.8% |
| 1Y | +112.2% | -54.6% | +166.8% | +116.3% |
| 3Y | +97.7% | -58.5% | +156.1% | +101.5% |
| All | +213.1% | -66.4% | +279.5% | +229.6% |
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