+339.0%
MCK vs HUBS
-66.4%
+405.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -2.9% | -9.0% | +6.1% | -2.9% |
| 30D | +0.4% | +7.2% | -6.8% | +0.4% |
| 3M | +12.1% | +20.9% | -8.8% | +12.2% |
| 6M | -5.4% | -13.0% | +7.6% | -5.5% |
| YTD | +7.8% | -43.8% | +51.6% | +8.2% |
| 1Y | +22.9% | -54.6% | +77.6% | +23.6% |
| 3Y | +110.7% | -58.5% | +169.2% | +112.0% |
| All | +339.0% | -66.4% | +405.4% | +337.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling