+251.7%
AEP vs HUBS
+578.5%
-326.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.9% |
| 7D | -1.0% | -12.4% | +11.4% | -0.7% |
| 30D | -0.1% | +1.4% | -1.5% | -0.2% |
| 3M | -3.2% | +16.0% | -19.2% | -3.7% |
| 6M | -5.3% | -17.0% | +11.7% | -5.2% |
| YTD | +9.5% | -44.3% | +53.8% | +10.8% |
| 1Y | +17.5% | -54.3% | +71.8% | +19.4% |
| 3Y | +77.0% | -58.4% | +135.4% | +78.8% |
| 5Y | +66.4% | -66.7% | +133.1% | +66.0% |
| 10Y | +175.1% | +315.9% | -140.8% | +141.4% |
| All | +251.7% | +578.5% | -326.8% | +205.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling