+110.3%
MMM vs HUBS
+629.7%
-519.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.3% |
| 7D | -1.6% | -4.3% | +2.7% | -1.2% |
| 30D | -8.0% | +14.2% | -22.2% | -9.6% |
| 3M | +9.4% | +15.5% | -6.2% | +6.7% |
| 6M | +10.2% | -18.9% | +29.2% | +10.7% |
| YTD | +6.1% | -40.1% | +46.2% | +9.8% |
| 1Y | +10.8% | -51.8% | +62.6% | +17.3% |
| 3Y | +104.8% | -55.2% | +160.0% | +115.4% |
| 5Y | +27.0% | -64.7% | +91.7% | +31.6% |
| 10Y | +53.8% | +327.0% | -273.2% | +6.9% |
| All | +110.3% | +629.7% | -519.4% | +33.9% |
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 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