+3.3%
HUBB vs MOH
+4.9%
-1.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.8% |
| 7D | -0.1% | +1.7% | -1.8% | -0.1% |
| 30D | -10.0% | -0.9% | -9.1% | -9.9% |
| 3M | -1.6% | +5.7% | -7.3% | -2.0% |
| 6M | -3.1% | +39.1% | -42.2% | -4.1% |
| YTD | +4.6% | +17.7% | -13.1% | +3.2% |
| 1Y | +3.3% | +8.4% | -5.0% | -0.3% |
| All | +3.3% | +4.9% | -1.6% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling