-99.9%
AMIX vs HUBB
+35.8%
-135.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -2.1% |
| 7D | -16.0% | +1.7% | -17.7% | -17.4% |
| 30D | -55.4% | -9.7% | -45.8% | -51.8% |
| 3M | -87.5% | -15.2% | -72.4% | -85.8% |
| 6M | -81.2% | -14.0% | -67.2% | -79.2% |
| YTD | -86.8% | -2.4% | -84.4% | -85.8% |
| 1Y | -91.6% | -5.8% | -85.8% | -90.8% |
| All | -99.9% | +35.8% | -135.7% | -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