-3.5%
MSFU vs HUBB
-4.0%
+0.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -2.5% | +15.9% | +13.2% |
| 7D | +8.2% | +0.2% | +8.0% | +8.2% |
| 30D | +10.2% | -8.8% | +19.0% | +9.0% |
| 3M | +22.9% | -12.5% | +35.4% | +20.6% |
| 6M | +63.2% | -14.5% | +77.7% | +58.5% |
| YTD | +11.7% | -0.4% | +12.2% | +8.6% |
| 1Y | -3.5% | -3.4% | 0.0% | -5.7% |
| All | -3.5% | -4.0% | +0.5% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling