+308.1%
HUBS vs MOS
+12.4%
+295.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -9.0% | -1.7% | -7.3% | -8.7% |
| 30D | +7.2% | +12.4% | -5.2% | +4.2% |
| 3M | +20.9% | +20.5% | +0.4% | +15.3% |
| 6M | -13.0% | -12.0% | -1.1% | -11.8% |
| YTD | -43.8% | +7.4% | -51.3% | -46.3% |
| 1Y | -54.6% | -22.5% | -32.2% | -53.1% |
| 3Y | -58.5% | -25.5% | -33.0% | -57.9% |
| 5Y | -66.4% | -10.1% | -56.3% | -69.5% |
| All | +308.1% | +12.4% | +295.7% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling