+27.5%
MCK vs HUBS
-56.6%
+84.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.2% |
| 7D | +9.3% | -14.4% | +23.7% | +9.2% |
| 30D | +16.3% | -5.6% | +21.9% | +16.3% |
| 3M | +22.3% | -18.1% | +40.4% | +22.2% |
| 6M | +34.1% | -16.7% | +50.8% | +33.2% |
| YTD | +31.1% | -48.9% | +80.0% | +27.4% |
| 1Y | +27.5% | -55.9% | +83.4% | +22.0% |
| All | +27.5% | -56.6% | +84.1% | +22.0% |
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 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