-99.9%
AMIX vs HUBB
+38.5%
-138.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.2% | -7.4% |
| 7D | -10.9% | +4.6% | -15.4% | -14.2% |
| 30D | -55.0% | -8.4% | -46.6% | -51.9% |
| 3M | -82.0% | -14.3% | -67.7% | -79.7% |
| 6M | -80.4% | -9.3% | -71.1% | -78.8% |
| YTD | -88.3% | -0.5% | -87.8% | -87.5% |
| 1Y | -92.4% | -2.1% | -90.2% | -91.9% |
| All | -99.9% | +38.5% | -138.4% | -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 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