-56.4%
MSTR vs HUBS
-46.5%
-9.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.6% | -0.7% |
| 7D | +12.2% | -5.0% | +17.2% | +13.6% |
| 30D | +45.2% | -1.0% | +46.2% | +44.6% |
| 3M | +10.4% | +12.4% | -2.0% | +6.2% |
| 6M | -2.5% | -11.1% | +8.6% | -1.0% |
| YTD | -6.0% | -38.3% | +32.3% | +1.2% |
| 1Y | -56.4% | -46.7% | -9.7% | -50.2% |
| All | -56.4% | -46.5% | -9.9% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling