+119.0%
HUBG price history and return analytics
+371.8%
-252.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -5.0% | +1.0% | -6.0% | -5.9% |
| 30D | -24.6% | -0.2% | -24.3% | -24.3% |
| 3M | -19.2% | +4.5% | -23.7% | -22.9% |
| 6M | -7.0% | +14.1% | -21.1% | -18.8% |
| YTD | -14.8% | +14.8% | -29.6% | -26.4% |
| 1Y | -1.8% | +21.2% | -23.0% | -19.7% |
| 3Y | -4.1% | +76.6% | -80.7% | -46.1% |
| 5Y | +6.0% | +66.6% | -60.6% | -36.9% |
| 10Y | +72.7% | +222.3% | -149.6% | -48.4% |
| All | +119.0% | +371.8% | -252.8% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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