+303.5%
MXL vs HUBB
+8.5%
+295.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.4% |
| 7D | +1.6% | +0.5% | +1.1% | +1.1% |
| 30D | -7.0% | -10.0% | +3.0% | +4.5% |
| 3M | -33.4% | -4.8% | -28.6% | -27.9% |
| 6M | +260.2% | -5.6% | +265.7% | +278.4% |
| YTD | +260.0% | +4.7% | +255.3% | +238.2% |
| 1Y | +303.5% | +6.7% | +296.8% | +253.0% |
| All | +303.5% | +8.5% | +295.0% | +253.0% |
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