+906.6%
MSTR vs HUBS
+629.7%
+277.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -3.1% |
| 7D | +9.3% | -4.3% | +13.6% | +11.7% |
| 30D | +36.5% | +14.2% | +22.3% | +28.1% |
| 3M | +7.3% | +15.5% | -8.2% | -3.2% |
| 6M | +2.2% | -18.9% | +21.2% | +3.2% |
| YTD | -10.2% | -40.1% | +29.9% | +3.1% |
| 1Y | -58.6% | -51.8% | -6.8% | -47.8% |
| 3Y | +283.2% | -55.2% | +338.4% | +395.9% |
| 5Y | +113.8% | -64.7% | +178.5% | +188.8% |
| 10Y | +690.7% | +327.0% | +363.8% | +478.9% |
| All | +906.6% | +629.7% | +277.0% | +585.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling