+514.9%
MKSI vs HUBB
+446.9%
+68.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +0.6% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | -12.8% | -10.0% | -2.8% | -4.5% |
| 3M | -22.5% | -1.6% | -20.9% | -20.5% |
| 6M | +19.4% | -3.1% | +22.5% | +23.8% |
| YTD | +67.7% | +4.6% | +63.1% | +63.5% |
| 1Y | +131.4% | +3.3% | +128.1% | +127.7% |
| 3Y | +197.3% | +46.6% | +150.7% | +126.2% |
| 5Y | +87.0% | +158.7% | -71.7% | -9.7% |
| All | +514.9% | +446.9% | +68.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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