+299.9%
AEM vs HUBB
+148.7%
+151.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -5.0% | -1.7% | -3.4% | -4.7% |
| 30D | +8.5% | -12.7% | +21.1% | +11.2% |
| 3M | +29.3% | -2.9% | +32.2% | +29.9% |
| 6M | -12.9% | -4.8% | -8.1% | -12.4% |
| YTD | +16.8% | +2.8% | +14.0% | +16.2% |
| 1Y | +29.8% | +3.5% | +26.3% | +28.9% |
| 3Y | +336.7% | +43.5% | +293.2% | +306.5% |
| 5Y | +299.9% | +154.2% | +145.7% | +232.3% |
| All | +299.9% | +148.7% | +151.2% | +232.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling