+0.3%
AGI vs HUBB
-4.0%
+4.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.5% | +13.2% | +11.5% |
| 7D | -5.3% | +0.2% | -5.5% | -5.5% |
| 30D | -7.1% | -8.8% | +1.7% | -4.6% |
| 3M | +4.4% | -12.5% | +16.9% | +8.8% |
| 6M | -23.0% | -14.5% | -8.5% | -19.7% |
| YTD | -22.0% | -0.4% | -21.6% | -24.1% |
| 1Y | +0.3% | -3.4% | +3.7% | -0.2% |
| All | +0.3% | -4.0% | +4.3% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling