+749.2%
MA vs HUBS
+598.6%
+150.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | +0.4% |
| 7D | -3.5% | -6.2% | +2.7% | -2.2% |
| 30D | +0.8% | +6.6% | -5.8% | -1.3% |
| 3M | +14.8% | +16.4% | -1.7% | +8.6% |
| 6M | +10.0% | -19.7% | +29.7% | +11.1% |
| YTD | -0.1% | -42.6% | +42.5% | +8.1% |
| 1Y | -2.2% | -54.2% | +52.0% | +10.7% |
| 3Y | +39.3% | -57.1% | +96.4% | +54.2% |
| 5Y | +66.3% | -66.2% | +132.6% | +80.4% |
| 10Y | +513.2% | +328.3% | +185.0% | +217.0% |
| All | +749.2% | +598.6% | +150.6% | +309.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling