-14.0%
MP vs HUBB
+5.9%
-19.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -0.6% |
| 7D | -0.7% | +1.1% | -1.8% | -1.4% |
| 30D | -0.7% | -9.6% | +9.0% | +5.8% |
| 3M | 0.0% | -6.2% | +6.2% | +3.6% |
| 6M | -10.0% | -6.2% | -3.8% | -9.2% |
| YTD | +7.5% | +3.4% | +4.1% | +2.0% |
| 1Y | -14.0% | +5.3% | -19.3% | -21.6% |
| All | -14.0% | +5.9% | -19.9% | -21.6% |
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