-54.1%
HUBS vs MSFU
-2.2%
-51.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +13.5% | -17.7% | -9.8% |
| 7D | -13.0% | +8.2% | -21.2% | -16.4% |
| 30D | -1.8% | +10.2% | -12.0% | -7.0% |
| 3M | -13.0% | +22.9% | -35.8% | -22.1% |
| 6M | -12.4% | +63.2% | -75.6% | -31.4% |
| YTD | -46.0% | +11.7% | -57.7% | -49.7% |
| 1Y | -54.1% | -3.5% | -50.6% | -55.0% |
| All | -54.1% | -2.2% | -51.9% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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