+2,224.2%
HUBB vs MOH
+1,358.8%
+865.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.4% |
| 7D | -0.1% | +1.7% | -1.8% | -0.4% |
| 30D | -10.0% | -0.9% | -9.1% | -9.9% |
| 3M | -1.6% | +5.7% | -7.3% | -3.0% |
| 6M | -3.1% | +39.1% | -42.2% | -9.2% |
| YTD | +4.6% | +17.7% | -13.1% | -0.4% |
| 1Y | +3.3% | +8.4% | -5.0% | -0.9% |
| 3Y | +46.6% | -36.6% | +83.1% | +48.8% |
| 5Y | +158.7% | -19.1% | +177.8% | +148.0% |
| 10Y | +443.5% | +262.8% | +180.6% | +283.5% |
| All | +2,224.2% | +1,358.8% | +865.4% | +1,029.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling