-17.0%
HUBS vs MUB
-3.0%
-14.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | +0.3% |
| 7D | -12.4% | -1.2% | -11.1% | -7.4% |
| 30D | +1.4% | -2.8% | +4.1% | +14.8% |
| 3M | +16.0% | -3.1% | +19.0% | +30.1% |
| 6M | -17.0% | -2.9% | -14.1% | -6.0% |
| All | -17.0% | -3.0% | -14.0% | -6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling