+53.1%
MMM vs HUBS
+323.9%
-270.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | -2.1% | -9.0% | +6.9% | -1.1% |
| 30D | -9.8% | +7.2% | -17.1% | -10.8% |
| 3M | +4.9% | +20.9% | -15.9% | +1.7% |
| 6M | +7.3% | -13.0% | +20.4% | +6.8% |
| YTD | +4.5% | -43.8% | +48.3% | +9.2% |
| 1Y | +5.4% | -54.6% | +60.0% | +12.7% |
| 3Y | +98.6% | -58.5% | +157.0% | +111.2% |
| 5Y | +27.4% | -66.4% | +93.8% | +33.0% |
| All | +53.1% | +323.9% | -270.7% | -1.5% |
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