-66.7%
HUBS vs MSCI
-11.6%
-55.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -1.8% |
| 7D | -12.4% | -4.7% | -7.7% | -8.6% |
| 30D | +1.4% | -2.2% | +3.5% | +3.8% |
| 3M | +16.0% | -9.7% | +25.6% | +27.3% |
| 6M | -17.0% | +0.3% | -17.3% | -16.1% |
| YTD | -44.3% | -3.5% | -40.8% | -42.0% |
| 1Y | -54.3% | -1.4% | -52.9% | -53.8% |
| 3Y | -58.4% | +6.6% | -65.0% | -63.3% |
| 5Y | -66.7% | -10.9% | -55.8% | -64.0% |
| All | -66.7% | -11.6% | -55.1% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling