+263.0%
WMB vs HUBS
-66.7%
+329.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -3.0% |
| 7D | -1.7% | -12.4% | +10.7% | -1.2% |
| 30D | +0.7% | +1.4% | -0.7% | +0.5% |
| 3M | +1.5% | +16.0% | -14.4% | +0.5% |
| 6M | +0.1% | -17.0% | +17.1% | +0.3% |
| YTD | +22.9% | -44.3% | +67.2% | +26.1% |
| 1Y | +27.9% | -54.3% | +82.2% | +32.7% |
| 3Y | +139.1% | -58.4% | +197.5% | +147.7% |
| All | +263.0% | -66.7% | +329.7% | +276.0% |
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 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