-54.6%
HUBS vs MSCI
-0.6%
-54.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.4% |
| 7D | -9.0% | -3.2% | -5.8% | -6.3% |
| 30D | +7.2% | -1.1% | +8.4% | +8.9% |
| 3M | +20.9% | -6.3% | +27.2% | +27.8% |
| 6M | -13.0% | +2.1% | -15.1% | -12.4% |
| YTD | -43.8% | -2.3% | -41.6% | -41.6% |
| 1Y | -54.6% | -3.9% | -50.7% | -52.2% |
| All | -54.6% | -0.6% | -54.1% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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