+182.7%
MS vs HUBS
-57.3%
+240.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.8% | +0.1% |
| 7D | +1.7% | -6.2% | +7.9% | +2.5% |
| 30D | 0.0% | +6.6% | -6.6% | -1.1% |
| 3M | +3.0% | +16.4% | -13.5% | -0.6% |
| 6M | +35.7% | -19.7% | +55.4% | +38.2% |
| YTD | +23.3% | -42.6% | +65.9% | +35.1% |
| 1Y | +44.7% | -54.2% | +98.9% | +66.8% |
| All | +182.7% | -57.3% | +240.0% | +214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling