+138.7%
MDLZ vs HUBS
+629.7%
-490.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.8% |
| 7D | 0.0% | -4.3% | +4.3% | +0.3% |
| 30D | -1.6% | +14.2% | -15.8% | -2.7% |
| 3M | +0.9% | +15.5% | -14.6% | -0.8% |
| 6M | +7.3% | -18.9% | +26.3% | +7.8% |
| YTD | +16.4% | -40.1% | +56.5% | +19.4% |
| 1Y | +3.0% | -51.8% | +54.7% | +7.2% |
| 3Y | -3.7% | -55.2% | +51.5% | -1.1% |
| 5Y | +15.6% | -64.7% | +80.3% | +17.3% |
| 10Y | +79.0% | +327.0% | -248.0% | +25.6% |
| All | +138.7% | +629.7% | -490.9% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling