+67.6%
MA vs HUBS
-67.3%
+134.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.1% |
| 7D | -3.5% | -12.4% | +8.9% | -1.4% |
| 30D | +0.7% | +1.4% | -0.7% | +0.1% |
| 3M | +15.8% | +16.0% | -0.2% | +11.3% |
| 6M | +10.2% | -17.0% | +27.2% | +10.6% |
| YTD | -0.5% | -44.3% | +43.8% | +6.6% |
| 1Y | -1.8% | -54.3% | +52.5% | +8.4% |
| 3Y | +38.7% | -58.4% | +97.1% | +51.5% |
| 5Y | +67.6% | -66.7% | +134.3% | +70.0% |
| All | +67.6% | -67.3% | +134.9% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling