-32.6%
AAL vs HUBS
-66.4%
+33.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.9% | -9.0% | +8.1% | +1.5% |
| 30D | -12.9% | +7.2% | -20.1% | -15.2% |
| 3M | -11.2% | +20.9% | -32.1% | -17.5% |
| 6M | +17.8% | -13.0% | +30.9% | +16.2% |
| YTD | -15.1% | -43.8% | +28.7% | -5.1% |
| 1Y | +0.5% | -54.6% | +55.1% | +19.4% |
| 3Y | -7.7% | -58.5% | +50.8% | +9.4% |
| All | -32.6% | -66.4% | +33.8% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling