+129.9%
MRK vs HUBS
-66.4%
+196.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -4.3% | -9.0% | +4.7% | -4.3% |
| 30D | +8.3% | +7.2% | +1.0% | +8.4% |
| 3M | +20.0% | +20.9% | -0.8% | +20.3% |
| 6M | +25.7% | -13.0% | +38.7% | +25.8% |
| YTD | +38.7% | -43.8% | +82.6% | +39.1% |
| 1Y | +74.7% | -54.6% | +129.3% | +75.1% |
| 3Y | +45.4% | -58.5% | +103.8% | +45.5% |
| All | +129.9% | -66.4% | +196.3% | +127.9% |
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