+1,620.6%
MAS vs HUBB
+138,609.6%
-136,989.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.0% | -3.4% |
| 7D | +4.6% | -4.4% | +9.0% | +4.6% |
| 30D | +19.9% | -13.7% | +33.6% | +20.2% |
| 3M | +8.9% | -18.2% | +27.1% | +9.3% |
| 6M | +20.2% | -17.0% | +37.2% | +20.5% |
| YTD | +33.9% | -4.9% | +38.8% | +34.0% |
| 1Y | +34.7% | -9.4% | +44.1% | +34.9% |
| 3Y | +60.4% | +54.4% | +5.9% | +59.2% |
| 5Y | +43.5% | +119.8% | -76.4% | +41.6% |
| 10Y | +226.7% | +397.1% | -170.4% | +219.1% |
| All | +1,620.6% | +138,609.6% | -136,989.0% | +1,425.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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