-42.3%
MSTR vs HUBS
-54.7%
+12.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.2% | +9.3% | +6.0% |
| 7D | -1.8% | -13.0% | +11.2% | +1.0% |
| 30D | -13.3% | -1.8% | -11.5% | -13.3% |
| 3M | +46.0% | -13.0% | +58.9% | +48.6% |
| 6M | -22.4% | -12.4% | -10.0% | -21.7% |
| YTD | -6.2% | -46.0% | +39.8% | -1.7% |
| 1Y | -42.3% | -54.1% | +11.8% | -36.8% |
| All | -42.3% | -54.7% | +12.4% | -36.8% |
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