-53.0%
HUBS vs MOS
-25.3%
-27.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.0% |
| 7D | -6.4% | +5.5% | -11.8% | -6.6% |
| 30D | -9.2% | +21.0% | -30.1% | -10.0% |
| 3M | -8.0% | -0.5% | -7.5% | -7.6% |
| 6M | +6.0% | +6.6% | -0.6% | +5.4% |
| YTD | -49.4% | -2.8% | -46.7% | -50.4% |
| 1Y | -48.6% | -8.1% | -40.6% | -49.1% |
| All | -53.0% | -25.3% | -27.7% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling