+287.6%
MP vs HUBS
-2.2%
+289.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.3% |
| 7D | +9.5% | +8.3% | +1.2% | +7.1% |
| 30D | -3.0% | -4.0% | +1.0% | -2.3% |
| 3M | -30.4% | -9.7% | -20.7% | -29.5% |
| 6M | -39.2% | +21.4% | -60.5% | -46.3% |
| YTD | -23.3% | -45.9% | +22.6% | -14.3% |
| 1Y | -32.6% | -44.4% | +11.7% | -25.8% |
| 3Y | +159.3% | -49.7% | +208.9% | +173.7% |
| 5Y | -16.4% | -74.2% | +57.7% | +3.2% |
| All | +287.6% | -2.2% | +289.8% | +254.2% |
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