-15.6%
MOS vs HUBB
-4.0%
-11.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -2.5% | +19.8% | +17.6% |
| 7D | +17.9% | +0.2% | +17.7% | +17.7% |
| 30D | +1.6% | -8.8% | +10.4% | +2.8% |
| 3M | -4.0% | -12.5% | +8.5% | -2.0% |
| 6M | -4.1% | -14.5% | +10.4% | -2.4% |
| YTD | -7.8% | -0.4% | -7.4% | -12.0% |
| 1Y | -15.6% | -3.4% | -12.1% | -18.7% |
| All | -15.6% | -4.0% | -11.6% | -18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling