-7.7%
AAL vs HUBS
-58.2%
+50.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -0.9% | -9.0% | +8.1% | +1.1% |
| 30D | -12.9% | +7.2% | -20.1% | -14.8% |
| 3M | -11.2% | +20.9% | -32.1% | -16.6% |
| 6M | +17.8% | -13.0% | +30.9% | +17.3% |
| YTD | -15.1% | -43.8% | +28.7% | -2.9% |
| 1Y | +0.5% | -54.6% | +55.1% | +23.3% |
| 3Y | -7.7% | -58.5% | +50.8% | +6.2% |
| All | -7.7% | -58.2% | +50.6% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling