+285.6%
APH vs HUBS
-57.3%
+342.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.7% | -0.2% |
| 7D | +1.6% | -6.2% | +7.9% | +2.1% |
| 30D | -3.0% | +6.6% | -9.6% | -3.8% |
| 3M | +5.7% | +16.4% | -10.7% | +3.0% |
| 6M | +20.0% | -19.7% | +39.7% | +22.7% |
| YTD | +20.8% | -42.6% | +63.4% | +31.7% |
| 1Y | +40.2% | -54.2% | +94.4% | +60.2% |
| All | +285.6% | -57.3% | +342.9% | +341.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling