+2,418.8%
AMAT vs HUBS
+651.4%
+1,767.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.9% | +7.3% | +5.1% |
| 7D | -1.5% | -5.0% | +3.5% | -0.1% |
| 30D | -14.8% | -1.0% | -13.8% | -16.0% |
| 3M | -9.3% | +12.4% | -21.6% | -16.6% |
| 6M | +27.4% | -11.1% | +38.5% | +20.3% |
| YTD | +77.6% | -38.3% | +115.9% | +86.9% |
| 1Y | +188.9% | -46.7% | +235.6% | +216.3% |
| 3Y | +202.3% | -55.1% | +257.4% | +240.6% |
| 5Y | +248.9% | -64.8% | +313.7% | +292.0% |
| 10Y | +1,585.2% | +334.3% | +1,250.9% | +678.7% |
| All | +2,418.8% | +651.4% | +1,767.3% | +900.4% |
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 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