+216.5%
XLV vs HUBS
+583.9%
-367.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -3.6% | -9.0% | +5.4% | -2.5% |
| 30D | -1.8% | +7.2% | -9.1% | -2.9% |
| 3M | +7.8% | +20.9% | -13.1% | +4.3% |
| 6M | +9.1% | -13.0% | +22.1% | +8.6% |
| YTD | +7.7% | -43.8% | +51.6% | +12.8% |
| 1Y | +20.4% | -54.6% | +75.1% | +29.1% |
| 3Y | +30.8% | -58.5% | +89.2% | +38.7% |
| 5Y | +34.6% | -66.4% | +101.0% | +40.2% |
| 10Y | +173.4% | +319.2% | -145.8% | +77.9% |
| All | +216.5% | +583.9% | -367.4% | +93.8% |
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