-58.5%
HUBS vs MDY
+48.5%
-106.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -9.0% | -1.9% | -7.1% | -7.4% |
| 30D | +7.2% | -4.6% | +11.9% | +11.8% |
| 3M | +20.9% | -1.2% | +22.1% | +21.8% |
| 6M | -13.0% | +9.2% | -22.2% | -21.7% |
| YTD | -43.8% | +13.1% | -56.9% | -51.6% |
| 1Y | -54.6% | +13.0% | -67.6% | -60.8% |
| 3Y | -58.5% | +49.2% | -107.7% | -73.0% |
| All | -58.5% | +48.5% | -106.9% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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