+256.3%
MUU vs HUBS
-21.2%
+277.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -11.1% |
| 7D | +3.6% | -12.4% | +15.9% | -4.4% |
| 30D | +22.3% | +1.4% | +20.9% | +25.0% |
| 3M | -8.2% | +16.0% | -24.2% | +13.6% |
| 6M | +256.3% | -17.0% | +273.3% | +283.5% |
| All | +256.3% | -21.2% | +277.5% | +283.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling