-49.7%
HUBS vs MAS
+59.7%
-109.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | +8.3% | +3.0% | +5.3% | +7.3% |
| 30D | -4.0% | +22.4% | -26.4% | -9.9% |
| 3M | -9.7% | +14.5% | -24.1% | -13.6% |
| 6M | +21.4% | +27.1% | -5.8% | +11.2% |
| YTD | -45.9% | +35.8% | -81.6% | -52.8% |
| 1Y | -44.4% | +39.4% | -83.8% | -52.3% |
| 3Y | -49.7% | +60.3% | -109.9% | -63.9% |
| All | -49.7% | +59.7% | -109.4% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 3y: compounded portfolio wealth divided by compounded MAS 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…
3y analysis · Full analysis span regression · 6 months rolling