-64.8%
AAL vs HUBS
+323.9%
-388.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.9% | -9.0% | +8.1% | +1.6% |
| 30D | -12.9% | +7.2% | -20.1% | -15.2% |
| 3M | -11.2% | +20.9% | -32.1% | -17.6% |
| 6M | +17.8% | -13.0% | +30.9% | +16.0% |
| YTD | -15.1% | -43.8% | +28.7% | -6.0% |
| 1Y | +0.5% | -54.6% | +55.1% | +17.8% |
| 3Y | -7.7% | -58.5% | +50.8% | +8.3% |
| 5Y | -31.3% | -66.4% | +35.1% | -21.8% |
| All | -64.8% | +323.9% | -388.7% | -81.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling