+82.0%
MNST vs HUBS
-66.4%
+148.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | -1.0% | -9.0% | +8.0% | -0.2% |
| 30D | -5.6% | +7.2% | -12.8% | -6.3% |
| 3M | -5.7% | +20.9% | -26.5% | -7.8% |
| 6M | +12.0% | -13.0% | +25.0% | +11.6% |
| YTD | +13.2% | -43.8% | +57.1% | +18.2% |
| 1Y | +36.1% | -54.6% | +90.7% | +45.2% |
| 3Y | +52.9% | -58.5% | +111.3% | +60.8% |
| All | +82.0% | -66.4% | +148.4% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling