-10.8%
MDLN vs HUBB
+6.3%
-17.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +3.7% | +0.5% | +3.2% | +3.7% |
| 30D | -0.2% | -10.0% | +9.8% | -0.4% |
| 3M | +6.2% | -4.8% | +11.0% | +5.3% |
| 6M | -14.7% | -5.6% | -9.1% | -15.5% |
| YTD | -12.9% | +4.7% | -17.5% | -10.9% |
| All | -10.8% | +6.3% | -17.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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