+1,843.7%
MUU vs HUBB
+5.5%
+1,838.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -5.3% |
| 7D | -8.2% | -0.1% | -8.2% | -8.6% |
| 30D | +10.2% | -10.0% | +20.1% | +40.8% |
| 3M | -26.5% | -1.6% | -24.9% | -12.0% |
| 6M | +227.2% | -3.1% | +230.3% | +298.2% |
| YTD | +527.4% | +4.6% | +522.8% | +576.9% |
| 1Y | +1,843.7% | +3.3% | +1,840.3% | +2,085.2% |
| All | +1,843.7% | +5.5% | +1,838.1% | +2,085.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling