-99.9%
AMIX vs HUBB
+40.3%
-140.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.3% | -21.3% | -21.1% |
| 7D | -8.1% | +1.2% | -9.3% | -9.1% |
| 30D | -52.3% | -6.4% | -45.8% | -49.9% |
| 3M | -83.8% | -14.4% | -69.4% | -81.6% |
| 6M | -79.0% | -9.0% | -70.0% | -77.4% |
| YTD | -87.2% | +0.7% | -87.9% | -86.5% |
| 1Y | -91.7% | -0.3% | -91.4% | -91.2% |
| All | -99.9% | +40.3% | -140.2% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling