+773.9%
MS vs HUBS
+320.5%
+453.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | -0.7% |
| 7D | -2.1% | -12.4% | +10.3% | +0.6% |
| 30D | -1.1% | +1.4% | -2.5% | -2.0% |
| 3M | +3.5% | +16.0% | -12.5% | -2.1% |
| 6M | +33.7% | -17.0% | +50.7% | +33.3% |
| YTD | +21.8% | -44.3% | +66.1% | +31.8% |
| 1Y | +41.1% | -54.3% | +95.4% | +59.0% |
| 3Y | +174.5% | -58.4% | +232.9% | +208.3% |
| 5Y | +140.7% | -66.7% | +207.3% | +163.1% |
| All | +773.9% | +320.5% | +453.4% | +311.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling