-99.4%
AMC vs HUBB
+147.2%
-246.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.0% |
| 30D | -0.7% | -10.0% | +9.3% | +3.5% |
| 3M | +35.2% | -4.8% | +40.0% | +37.1% |
| 6M | +124.6% | -5.6% | +130.1% | +126.6% |
| YTD | +69.9% | +4.7% | +65.2% | +62.3% |
| 1Y | -2.6% | +6.7% | -9.2% | -8.1% |
| 3Y | -79.8% | +45.8% | -125.5% | -84.9% |
| All | -99.4% | +147.2% | -246.7% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling