+216.5%
AZN vs HUBS
+323.9%
-107.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.6% | -9.0% | +7.4% | -0.9% |
| 30D | +1.1% | +7.2% | -6.2% | +0.4% |
| 3M | -12.1% | +20.9% | -33.0% | -14.0% |
| 6M | -17.1% | -13.0% | -4.1% | -17.4% |
| YTD | -12.0% | -43.8% | +31.9% | -9.0% |
| 1Y | -0.2% | -54.6% | +54.4% | +4.8% |
| 3Y | +26.8% | -58.5% | +85.2% | +31.8% |
| 5Y | +56.9% | -66.4% | +123.3% | +60.1% |
| All | +216.5% | +323.9% | -107.4% | +115.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling