-56.4%
MSTR vs HUBB
+8.5%
-64.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | +0.5% | +11.6% | +12.0% |
| 30D | +45.2% | -10.0% | +55.2% | +50.3% |
| 3M | +10.4% | -4.8% | +15.1% | +9.8% |
| 6M | -2.5% | -5.6% | +3.1% | -4.4% |
| YTD | -6.0% | +4.7% | -10.7% | -12.1% |
| 1Y | -56.4% | +6.7% | -63.1% | -58.5% |
| All | -56.4% | +8.5% | -64.9% | -58.5% |
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