-55.3%
HUBS vs MSTU
-87.7%
+32.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.5% |
| 7D | -9.0% | -16.6% | +7.6% | -7.5% |
| 30D | +7.2% | +69.7% | -62.5% | +1.0% |
| 3M | +20.9% | -7.5% | +28.3% | +18.4% |
| 6M | -13.0% | -43.1% | +30.1% | -13.1% |
| YTD | -43.8% | -63.0% | +19.2% | -43.3% |
| 1Y | -54.6% | -93.8% | +39.1% | -47.0% |
| All | -55.3% | -87.7% | +32.4% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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