+81.7%
MDLZ vs HUBS
+323.9%
-242.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +1.9% | -9.0% | +10.9% | +2.6% |
| 30D | +0.4% | +7.2% | -6.8% | -0.2% |
| 3M | -0.6% | +20.9% | -21.5% | -2.4% |
| 6M | +14.7% | -13.0% | +27.8% | +14.5% |
| YTD | +18.0% | -43.8% | +61.8% | +21.5% |
| 1Y | +4.1% | -54.6% | +58.8% | +8.8% |
| 3Y | -4.6% | -58.5% | +53.9% | -1.5% |
| 5Y | +18.4% | -66.4% | +84.8% | +20.3% |
| All | +81.7% | +323.9% | -242.2% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling