+684.0%
WDC vs HUBS
+578.5%
+105.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -3.8% |
| 7D | +4.4% | -12.4% | +16.8% | +7.6% |
| 30D | +5.3% | +1.4% | +3.9% | +3.8% |
| 3M | -5.9% | +16.0% | -21.9% | -12.8% |
| 6M | +73.2% | -17.0% | +90.2% | +69.7% |
| YTD | +167.8% | -44.3% | +212.1% | +189.4% |
| 1Y | +386.0% | -54.3% | +440.3% | +448.8% |
| 3Y | +1,309.7% | -58.4% | +1,368.1% | +1,491.0% |
| 5Y | +957.1% | -66.7% | +1,023.8% | +1,054.6% |
| 10Y | +1,246.7% | +315.9% | +930.8% | +474.7% |
| All | +684.0% | +578.5% | +105.5% | +192.0% |
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