+189.2%
WMB vs HUBS
+629.7%
-440.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +2.7% |
| 7D | +0.8% | -4.3% | +5.1% | +1.4% |
| 30D | +7.7% | +14.2% | -6.5% | +5.0% |
| 3M | +6.7% | +15.5% | -8.8% | +2.6% |
| 6M | +3.6% | -18.9% | +22.6% | +3.9% |
| YTD | +28.0% | -40.1% | +68.1% | +34.0% |
| 1Y | +37.6% | -51.8% | +89.4% | +48.9% |
| 3Y | +149.0% | -55.2% | +204.3% | +164.6% |
| 5Y | +285.3% | -64.7% | +350.0% | +300.2% |
| 10Y | +302.1% | +327.0% | -24.9% | +71.2% |
| All | +189.2% | +629.7% | -440.4% | +5.7% |
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