+108.8%
MSTR vs HUBS
-67.3%
+176.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.4% |
| 7D | -11.2% | -12.4% | +1.1% | -4.0% |
| 30D | +33.8% | +1.4% | +32.4% | +32.0% |
| 3M | +11.5% | +16.0% | -4.5% | -4.2% |
| 6M | -7.2% | -17.0% | +9.8% | -8.4% |
| YTD | -15.4% | -44.3% | +28.9% | +6.9% |
| 1Y | -60.6% | -54.3% | -6.3% | -43.8% |
| 3Y | +260.8% | -58.4% | +319.2% | +423.7% |
| 5Y | +108.8% | -66.7% | +175.5% | +190.4% |
| All | +108.8% | -67.3% | +176.2% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling