+664.8%
HUBS vs MUB
+26.3%
+638.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.5% |
| 7D | -6.2% | -0.7% | -5.5% | -5.2% |
| 30D | +6.6% | -2.0% | +8.6% | +10.0% |
| 3M | +16.4% | -2.5% | +19.0% | +21.3% |
| 6M | -19.7% | -2.3% | -17.4% | -16.6% |
| YTD | -42.6% | -1.3% | -41.3% | -41.3% |
| 1Y | -54.2% | +1.1% | -55.3% | -54.7% |
| 3Y | -57.1% | +8.2% | -65.4% | -61.8% |
| 5Y | -66.2% | +1.5% | -67.7% | -67.5% |
| 10Y | +328.3% | +17.6% | +310.7% | +330.3% |
| All | +664.8% | +26.3% | +638.4% | +787.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling