+3,270.6%
MRSH vs HUBB
+149,745.2%
-146,474.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.3% |
| 7D | -5.9% | -1.7% | -4.2% | -5.9% |
| 30D | -7.3% | -12.7% | +5.4% | -7.2% |
| 3M | +6.7% | -2.9% | +9.6% | +6.7% |
| 6M | +3.0% | -4.8% | +7.8% | +3.0% |
| YTD | -2.9% | +2.8% | -5.7% | -3.0% |
| 1Y | -9.0% | +3.5% | -12.5% | -9.1% |
| 3Y | -4.3% | +43.5% | -47.9% | -4.8% |
| 5Y | +19.4% | +154.2% | -134.8% | +18.1% |
| 10Y | +218.1% | +434.0% | -216.0% | +212.4% |
| All | +3,270.6% | +149,745.2% | -146,474.6% | +3,109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 all: compounded portfolio wealth divided by compounded HUBB 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…
all analysis · Full analysis span regression · 6 months rolling