-46.7%
HUBS vs MSFU
-18.4%
-28.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.2% | +1.2% | -1.1% |
| 7D | -5.0% | -5.7% | +0.7% | -2.5% |
| 30D | -1.0% | +4.2% | -5.2% | -3.2% |
| 3M | +12.4% | +27.9% | -15.5% | -0.5% |
| 6M | -11.1% | +37.1% | -48.2% | -23.9% |
| YTD | -38.3% | -7.4% | -30.9% | -38.4% |
| 1Y | -46.7% | -19.6% | -27.1% | -45.2% |
| All | -46.7% | -18.4% | -28.2% | -45.2% |
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