+1,607.1%
AMAT vs HUBS
+320.5%
+1,286.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.3% |
| 7D | +4.2% | -12.4% | +16.5% | +8.2% |
| 30D | -13.5% | +1.4% | -14.9% | -15.0% |
| 3M | -8.6% | +16.0% | -24.5% | -17.7% |
| 6M | +31.6% | -17.0% | +48.6% | +26.4% |
| YTD | +77.3% | -44.3% | +121.6% | +93.6% |
| 1Y | +179.4% | -54.3% | +233.7% | +225.7% |
| 3Y | +215.0% | -58.4% | +273.4% | +265.4% |
| 5Y | +245.8% | -66.7% | +312.5% | +296.5% |
| All | +1,607.1% | +320.5% | +1,286.6% | +495.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling