+85.5%
AME vs HUBB
+148.7%
-63.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | 0.0% | -1.7% | +1.7% | +0.8% |
| 30D | -8.6% | -12.7% | +4.1% | -2.7% |
| 3M | +5.8% | -2.9% | +8.7% | +6.9% |
| 6M | +3.8% | -4.8% | +8.6% | +5.3% |
| YTD | +14.4% | +2.8% | +11.7% | +11.7% |
| 1Y | +25.8% | +3.5% | +22.2% | +21.8% |
| 3Y | +55.2% | +43.5% | +11.6% | +23.7% |
| 5Y | +85.5% | +154.2% | -68.7% | +3.9% |
| All | +85.5% | +148.7% | -63.2% | +3.9% |
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