-4.6%
MDLZ vs HUBS
-58.2%
+53.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | +1.9% | -9.0% | +10.9% | +1.8% |
| 30D | +0.4% | +7.2% | -6.8% | +0.5% |
| 3M | -0.6% | +20.9% | -21.5% | 0.0% |
| 6M | +14.7% | -13.0% | +27.8% | +14.7% |
| YTD | +18.0% | -43.8% | +61.8% | +16.9% |
| 1Y | +4.1% | -54.6% | +58.8% | +2.8% |
| 3Y | -4.6% | -58.5% | +53.9% | -7.6% |
| All | -4.6% | -58.2% | +53.7% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling