+533.2%
XYZ vs HUBS
+368.1%
+165.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +1.0% |
| 7D | -1.0% | -5.0% | +4.0% | +1.9% |
| 30D | -1.7% | -1.0% | -0.7% | -3.6% |
| 3M | +16.7% | +12.4% | +4.4% | +3.8% |
| 6M | +26.9% | -11.1% | +38.0% | +20.8% |
| YTD | +27.1% | -38.3% | +65.4% | +47.9% |
| 1Y | +9.3% | -46.7% | +55.9% | +35.7% |
| 3Y | +42.3% | -55.1% | +97.4% | +85.5% |
| 5Y | -69.3% | -64.8% | -4.5% | -56.1% |
| 10Y | +586.8% | +334.3% | +252.5% | +204.7% |
| All | +533.2% | +368.1% | +165.2% | +194.5% |
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