+916.1%
WDC vs HUBS
-66.4%
+982.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.1% |
| 7D | -4.3% | -9.0% | +4.7% | -3.2% |
| 30D | -1.5% | +7.2% | -8.7% | -3.0% |
| 3M | -15.5% | +20.9% | -36.4% | -19.5% |
| 6M | +66.5% | -13.0% | +79.5% | +64.8% |
| YTD | +159.9% | -43.8% | +203.7% | +181.0% |
| 1Y | +366.0% | -54.6% | +420.6% | +424.8% |
| 3Y | +1,285.8% | -58.5% | +1,344.3% | +1,469.6% |
| All | +916.1% | -66.4% | +982.5% | +951.3% |
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