+471.4%
MTSI vs HUBB
+413.4%
+58.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.8% | +6.2% | +6.8% |
| 7D | +3.5% | +1.8% | +1.7% | +3.1% |
| 30D | -30.3% | -6.9% | -23.5% | -25.7% |
| 3M | -26.0% | -13.8% | -12.2% | -15.8% |
| 6M | -36.1% | -9.8% | -26.3% | -29.3% |
| YTD | +34.3% | +0.3% | +34.0% | +37.0% |
| 1Y | +35.3% | -3.3% | +38.6% | +42.0% |
| 3Y | +217.6% | +61.0% | +156.6% | +131.7% |
| 5Y | +210.1% | +128.5% | +81.6% | +70.1% |
| 10Y | +471.4% | +398.9% | +72.5% | +114.5% |
| All | +471.4% | +413.4% | +58.0% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 10y: compounded portfolio wealth divided by compounded HUBB 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…
10y analysis · Full analysis span regression · 6 months rolling