+413.2%
MP vs HUBS
+0.7%
+412.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.9% | -2.6% | -4.7% |
| 7D | -4.6% | -12.4% | +7.8% | -1.1% |
| 30D | -7.1% | +1.4% | -8.5% | -8.4% |
| 3M | -4.0% | +16.0% | -19.9% | -11.8% |
| 6M | -16.7% | -17.0% | +0.3% | -17.3% |
| YTD | +1.6% | -44.3% | +45.9% | +13.6% |
| 1Y | -17.8% | -54.3% | +36.5% | -2.6% |
| 3Y | +139.6% | -58.4% | +198.0% | +176.2% |
| 5Y | +50.5% | -66.7% | +117.1% | +72.3% |
| All | +413.2% | +0.7% | +412.5% | +369.6% |
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