-54.6%
HUBS vs MUB
+0.2%
-54.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | -0.6% |
| 7D | -9.0% | -0.8% | -8.2% | -6.4% |
| 30D | +7.2% | -2.4% | +9.6% | +16.1% |
| 3M | +20.9% | -2.8% | +23.7% | +30.0% |
| 6M | -13.0% | -2.2% | -10.8% | -7.5% |
| YTD | -43.8% | -1.6% | -42.3% | -37.6% |
| 1Y | -54.6% | 0.0% | -54.7% | -43.1% |
| All | -54.6% | +0.2% | -54.9% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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