+29.9%
MCHP vs HUBS
-54.7%
+84.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +0.9% | -3.6% |
| 7D | -5.4% | -13.0% | +7.6% | -6.5% |
| 30D | -7.5% | -1.8% | -5.7% | -7.7% |
| 3M | -6.0% | -13.0% | +6.9% | -6.7% |
| 6M | -20.1% | -12.4% | -7.6% | -18.4% |
| YTD | +20.2% | -46.0% | +66.3% | +35.4% |
| 1Y | +29.9% | -54.1% | +84.0% | +52.3% |
| All | +29.9% | -54.7% | +84.6% | +52.3% |
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