-20.7%
MDLN vs HUBB
+6.3%
-26.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.4% |
| 7D | -11.1% | -0.1% | -11.0% | -11.1% |
| 30D | -8.4% | -10.0% | +1.6% | -8.5% |
| 3M | -12.4% | -1.6% | -10.8% | -13.2% |
| 6M | -23.3% | -3.1% | -20.2% | -24.1% |
| YTD | -22.5% | +4.6% | -27.1% | -20.8% |
| All | -20.7% | +6.3% | -26.9% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling