+648.6%
HUBS vs MKSI
+791.9%
-143.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | 0.0% |
| 7D | -9.0% | +2.7% | -11.7% | -10.0% |
| 30D | +7.2% | -12.8% | +20.0% | +12.0% |
| 3M | +20.9% | -22.5% | +43.4% | +25.3% |
| 6M | -13.0% | +19.4% | -32.4% | -29.0% |
| YTD | -43.8% | +67.7% | -111.6% | -62.4% |
| 1Y | -54.6% | +131.4% | -186.0% | -75.2% |
| 3Y | -58.5% | +197.3% | -255.8% | -82.8% |
| 5Y | -66.4% | +87.0% | -153.4% | -82.3% |
| 10Y | +319.2% | +522.1% | -202.9% | +0.5% |
| All | +648.6% | +791.9% | -143.3% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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