-75.9%
HUBS vs MOS
-29.7%
-46.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.1% |
| 7D | -6.4% | +5.5% | -11.8% | -6.9% |
| 30D | -9.2% | +21.0% | -30.1% | -11.3% |
| 3M | -8.0% | -0.5% | -7.5% | -8.2% |
| 6M | +6.0% | +6.6% | -0.6% | +4.3% |
| YTD | -49.4% | -2.8% | -46.7% | -50.4% |
| 1Y | -48.6% | -8.1% | -40.6% | -49.1% |
| 3Y | -52.7% | -25.6% | -27.1% | -52.5% |
| All | -75.9% | -29.7% | -46.1% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling