+150.9%
MP vs HUBS
-57.3%
+208.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.3% | -1.5% |
| 7D | -0.7% | -6.2% | +5.5% | -0.1% |
| 30D | -0.7% | +6.6% | -7.3% | -1.7% |
| 3M | 0.0% | +16.4% | -16.4% | -3.4% |
| 6M | -10.0% | -19.7% | +9.8% | -8.3% |
| YTD | +7.5% | -42.6% | +50.1% | +16.6% |
| 1Y | -14.0% | -54.2% | +40.2% | -2.4% |
| All | +150.9% | -57.3% | +208.3% | +155.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling