+141.8%
MDLZ vs HUBS
+598.6%
-456.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.3% | +5.5% | +1.6% |
| 7D | 0.0% | -6.2% | +6.2% | +0.4% |
| 30D | +1.4% | +6.6% | -5.2% | +0.8% |
| 3M | 0.0% | +16.4% | -16.4% | -1.6% |
| 6M | +9.1% | -19.7% | +28.9% | +9.6% |
| YTD | +17.9% | -42.6% | +60.6% | +21.3% |
| 1Y | +3.2% | -54.2% | +57.4% | +7.9% |
| 3Y | -2.5% | -57.1% | +54.7% | +0.5% |
| 5Y | +17.6% | -66.2% | +83.8% | +19.7% |
| 10Y | +87.9% | +328.3% | -240.3% | +31.7% |
| All | +141.8% | +598.6% | -456.8% | +64.8% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling