+792.4%
MS vs HUBS
+629.7%
+162.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.1% |
| 7D | +2.5% | -4.3% | +6.7% | +3.3% |
| 30D | 0.0% | +14.2% | -14.3% | -3.3% |
| 3M | +2.4% | +15.5% | -13.1% | -2.8% |
| 6M | +36.4% | -18.9% | +55.3% | +36.9% |
| YTD | +23.8% | -40.1% | +63.9% | +31.7% |
| 1Y | +48.6% | -51.8% | +100.4% | +64.9% |
| 3Y | +179.1% | -55.2% | +234.4% | +207.6% |
| 5Y | +144.8% | -64.7% | +209.5% | +163.6% |
| 10Y | +794.2% | +327.0% | +467.2% | +365.6% |
| All | +792.4% | +629.7% | +162.8% | +322.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling