-66.4%
HUBS vs MDB
-25.4%
-41.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.3% |
| 7D | -9.0% | -1.8% | -7.2% | -8.4% |
| 30D | +7.2% | -17.3% | +24.5% | +16.8% |
| 3M | +20.9% | +2.2% | +18.7% | +18.1% |
| 6M | -13.0% | +33.9% | -46.9% | -25.7% |
| YTD | -43.8% | -13.7% | -30.2% | -42.0% |
| 1Y | -54.6% | +9.1% | -63.7% | -59.0% |
| 3Y | -58.5% | -8.1% | -50.3% | -65.0% |
| All | -66.4% | -25.4% | -41.0% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 5y: compounded portfolio wealth divided by compounded MDB 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…
5y analysis · Full analysis span regression · 6 months rolling