+23.3%
MDT vs HUBS
-58.2%
+81.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -3.4% | -9.0% | +5.6% | -2.9% |
| 30D | +0.2% | +7.2% | -7.0% | -0.3% |
| 3M | +14.3% | +20.9% | -6.6% | +12.9% |
| 6M | +4.0% | -13.0% | +17.0% | +3.9% |
| YTD | -3.7% | -43.8% | +40.2% | -0.4% |
| 1Y | -0.4% | -54.6% | +54.3% | +4.5% |
| 3Y | +23.3% | -58.5% | +81.8% | +26.9% |
| All | +23.3% | -58.2% | +81.6% | +26.9% |
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