+274.5%
MCD vs HUBS
+629.7%
-355.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.3% |
| 7D | -2.0% | -4.3% | +2.2% | -1.6% |
| 30D | -6.1% | +14.2% | -20.4% | -7.7% |
| 3M | -7.3% | +15.5% | -22.8% | -9.4% |
| 6M | -20.9% | -18.9% | -2.0% | -20.6% |
| YTD | -14.7% | -40.1% | +25.4% | -11.9% |
| 1Y | -16.1% | -51.8% | +35.7% | -11.6% |
| 3Y | -1.5% | -55.2% | +53.7% | +2.4% |
| 5Y | +20.4% | -64.7% | +85.1% | +23.8% |
| 10Y | +180.0% | +327.0% | -146.9% | +90.8% |
| All | +274.5% | +629.7% | -355.1% | +138.3% |
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 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