+65.7%
AMGN vs HUBS
-54.7%
+120.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.2% | +7.9% | +3.7% |
| 7D | +5.9% | -13.0% | +18.9% | +5.9% |
| 30D | +18.7% | -1.8% | +20.5% | +18.7% |
| 3M | +23.4% | -13.0% | +36.4% | +23.4% |
| 6M | +49.7% | -12.4% | +62.2% | +50.1% |
| YTD | +49.2% | -46.0% | +95.2% | +55.3% |
| 1Y | +65.7% | -54.1% | +119.8% | +75.8% |
| All | +65.7% | -54.7% | +120.4% | +75.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling