-2.6%
MCD vs HUBS
-57.3%
+54.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.3% | -0.8% |
| 7D | -2.9% | -6.2% | +3.4% | -2.7% |
| 30D | -6.7% | +6.6% | -13.4% | -7.0% |
| 3M | -9.6% | +16.4% | -26.0% | -10.3% |
| 6M | -22.3% | -19.7% | -2.6% | -22.4% |
| YTD | -15.4% | -42.6% | +27.2% | -14.9% |
| 1Y | -16.8% | -54.2% | +37.4% | -15.8% |
| All | -2.6% | -57.3% | +54.7% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling