+287.2%
MSTR vs HUBS
-57.3%
+344.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.5% | -1.1% |
| 7D | +7.7% | -6.2% | +14.0% | +10.8% |
| 30D | +36.3% | +6.6% | +29.7% | +32.8% |
| 3M | +13.4% | +16.4% | -3.0% | +2.8% |
| 6M | -4.5% | -19.7% | +15.3% | -0.5% |
| YTD | -12.7% | -42.6% | +30.0% | +7.7% |
| 1Y | -59.6% | -54.2% | -5.4% | -43.5% |
| All | +287.2% | -57.3% | +344.6% | +538.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling