+189.4%
XLU vs HUBS
+583.9%
-394.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | -1.6% | -9.0% | +7.4% | -1.1% |
| 30D | -3.3% | +7.2% | -10.5% | -3.8% |
| 3M | -3.2% | +20.9% | -24.0% | -4.7% |
| 6M | -7.0% | -13.0% | +6.1% | -7.2% |
| YTD | +0.6% | -43.8% | +44.5% | +3.0% |
| 1Y | +2.4% | -54.6% | +57.1% | +6.2% |
| 3Y | +46.3% | -58.5% | +104.7% | +50.5% |
| 5Y | +44.0% | -66.4% | +110.4% | +45.9% |
| 10Y | +140.1% | +319.2% | -179.2% | +99.0% |
| All | +189.4% | +583.9% | -394.4% | +132.8% |
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