+503.0%
MA vs HUBS
+323.9%
+179.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -1.7% | -9.0% | +7.3% | +0.4% |
| 30D | +1.7% | +7.2% | -5.5% | -0.6% |
| 3M | +17.2% | +20.9% | -3.7% | +9.5% |
| 6M | +13.3% | -13.0% | +26.4% | +12.3% |
| YTD | +0.2% | -43.8% | +44.0% | +9.5% |
| 1Y | -2.7% | -54.6% | +51.9% | +11.3% |
| 3Y | +39.1% | -58.5% | +97.5% | +56.0% |
| 5Y | +68.8% | -66.4% | +135.2% | +84.1% |
| All | +503.0% | +323.9% | +179.1% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling