-44.4%
HUBS vs MOS
-11.3%
-33.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.8% |
| 7D | +8.3% | -2.0% | +10.3% | +8.0% |
| 30D | -4.0% | +15.3% | -19.3% | -1.6% |
| 3M | -9.7% | +1.5% | -11.2% | -8.5% |
| 6M | +21.4% | -2.0% | +23.3% | +22.4% |
| YTD | -45.9% | -6.5% | -39.3% | -47.8% |
| 1Y | -44.4% | -11.1% | -33.3% | -45.8% |
| All | -44.4% | -11.3% | -33.0% | -45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling