+262.0%
AMAT vs HUBS
-66.3%
+328.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.4% | 0.0% |
| 7D | +6.9% | -6.2% | +13.2% | +8.2% |
| 30D | -10.1% | +6.6% | -16.7% | -12.0% |
| 3M | -6.0% | +16.4% | -22.4% | -12.6% |
| 6M | +38.6% | -19.7% | +58.4% | +38.0% |
| YTD | +83.1% | -42.6% | +125.7% | +100.9% |
| 1Y | +188.3% | -54.2% | +242.5% | +239.5% |
| 3Y | +225.3% | -57.1% | +282.5% | +278.1% |
| 5Y | +262.0% | -66.2% | +328.2% | +309.5% |
| All | +262.0% | -66.3% | +328.3% | +309.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling