-58.5%
HUBS vs MUB
+7.9%
-66.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.1% |
| 7D | -9.0% | -0.8% | -8.2% | -7.7% |
| 30D | +7.2% | -2.4% | +9.6% | +11.8% |
| 3M | +20.9% | -2.8% | +23.7% | +26.7% |
| 6M | -13.0% | -2.2% | -10.8% | -9.6% |
| YTD | -43.8% | -1.6% | -42.3% | -42.0% |
| 1Y | -54.6% | 0.0% | -54.7% | -54.1% |
| 3Y | -58.5% | +7.9% | -66.3% | -63.9% |
| All | -58.5% | +7.9% | -66.4% | -63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling