+3,339.9%
MU vs HUBS
+598.6%
+2,741.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.3% | +7.0% | +3.9% |
| 7D | +7.5% | -6.2% | +13.7% | +9.2% |
| 30D | +19.4% | +6.6% | +12.8% | +16.0% |
| 3M | +9.8% | +16.4% | -6.6% | -0.2% |
| 6M | +164.1% | -19.7% | +183.9% | +158.7% |
| YTD | +260.3% | -42.6% | +302.9% | +286.7% |
| 1Y | +661.2% | -54.2% | +715.4% | +771.5% |
| 3Y | +1,380.8% | -57.1% | +1,438.0% | +1,586.7% |
| 5Y | +1,346.4% | -66.2% | +1,412.6% | +1,519.0% |
| 10Y | +6,169.9% | +328.3% | +5,841.7% | +2,392.8% |
| All | +3,339.9% | +598.6% | +2,741.3% | +1,063.0% |
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