+26.2%
MAR vs HUBS
-46.5%
+72.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +0.2% |
| 7D | -4.2% | -5.0% | +0.9% | -4.1% |
| 30D | -6.7% | -1.0% | -5.6% | -6.6% |
| 3M | -12.5% | +12.4% | -24.8% | -12.8% |
| 6M | +0.6% | -11.1% | +11.7% | +1.1% |
| YTD | +9.1% | -38.3% | +47.4% | +12.2% |
| 1Y | +26.2% | -46.7% | +72.9% | +30.3% |
| All | +26.2% | -46.5% | +72.7% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling