+598.0%
MPC vs HUBS
-74.3%
+672.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.4% | -3.9% | +1.9% |
| 7D | +9.4% | +5.3% | +4.1% | +8.9% |
| 30D | -13.4% | -2.5% | -11.0% | -13.3% |
| 3M | +18.9% | +2.7% | +16.2% | +18.2% |
| 6M | +64.9% | +20.2% | +44.7% | +60.4% |
| YTD | +156.8% | -46.2% | +203.0% | +166.5% |
| 1Y | +113.2% | -45.3% | +158.5% | +120.7% |
| 3Y | +201.8% | -49.7% | +251.5% | +214.3% |
| All | +598.0% | -74.3% | +672.3% | +618.6% |
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 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