+10.8%
AEP vs HUBS
-54.7%
+65.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | -0.6% |
| 7D | +0.8% | -13.0% | +13.8% | +0.3% |
| 30D | +7.9% | -1.8% | +9.7% | +8.0% |
| 3M | +1.5% | -13.0% | +14.4% | +1.2% |
| 6M | -2.6% | -12.4% | +9.9% | -2.3% |
| YTD | +14.7% | -46.0% | +60.7% | +10.2% |
| 1Y | +10.8% | -54.1% | +64.9% | +5.7% |
| All | +10.8% | -54.7% | +65.4% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling