+798.5%
MS vs HUBS
+651.4%
+147.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.9% |
| 7D | +1.4% | -5.0% | +6.4% | +2.4% |
| 30D | -0.3% | -1.0% | +0.8% | -1.0% |
| 3M | +0.3% | +12.4% | -12.1% | -4.2% |
| 6M | +31.3% | -11.1% | +42.5% | +29.0% |
| YTD | +24.7% | -38.3% | +63.0% | +31.8% |
| 1Y | +47.9% | -46.7% | +94.6% | +60.3% |
| 3Y | +178.3% | -55.1% | +233.4% | +206.7% |
| 5Y | +144.9% | -64.8% | +209.7% | +164.4% |
| 10Y | +804.5% | +334.3% | +470.2% | +369.3% |
| All | +798.5% | +651.4% | +147.1% | +322.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling