-54.3%
HUBS vs MOS
-18.2%
-36.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.0% |
| 7D | -12.4% | +0.5% | -12.9% | -12.3% |
| 30D | +1.4% | +10.9% | -9.5% | +1.6% |
| 3M | +16.0% | +29.2% | -13.3% | +17.0% |
| 6M | -17.0% | -2.3% | -14.7% | -17.1% |
| YTD | -44.3% | +8.3% | -52.6% | -47.3% |
| 1Y | -54.3% | -21.2% | -33.1% | -51.9% |
| All | -54.3% | -18.2% | -36.1% | -51.9% |
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