+1,497.4%
AMZN vs HUBS
+578.5%
+919.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.6% |
| 7D | -2.7% | -12.4% | +9.7% | +1.0% |
| 30D | -7.5% | +1.4% | -8.9% | -8.6% |
| 3M | +5.8% | +16.0% | -10.1% | -1.5% |
| 6M | +17.5% | -17.0% | +34.5% | +16.9% |
| YTD | +9.1% | -44.3% | +53.4% | +21.1% |
| 1Y | +9.4% | -54.3% | +63.7% | +28.2% |
| 3Y | +82.2% | -58.4% | +140.6% | +113.7% |
| 5Y | +45.2% | -66.7% | +111.9% | +67.8% |
| 10Y | +562.7% | +315.9% | +246.8% | +269.7% |
| All | +1,497.4% | +578.5% | +919.0% | +729.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling