+62.7%
MP vs HUBS
-66.3%
+129.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.3% | -0.8% |
| 7D | -0.7% | -6.2% | +5.5% | +0.9% |
| 30D | -0.7% | +6.6% | -7.3% | -3.3% |
| 3M | 0.0% | +16.4% | -16.4% | -7.9% |
| 6M | -10.0% | -19.7% | +9.8% | -9.3% |
| YTD | +7.5% | -42.6% | +50.1% | +19.6% |
| 1Y | -14.0% | -54.2% | +40.2% | +2.5% |
| 3Y | +153.5% | -57.1% | +210.7% | +190.0% |
| 5Y | +62.7% | -66.2% | +129.0% | +100.0% |
| All | +62.7% | -66.3% | +129.0% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling