+437.9%
HUBB vs AEIS
+562.2%
-124.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.2% | +0.1% |
| 7D | -0.1% | +2.3% | -2.3% | -0.9% |
| 30D | -10.0% | -14.8% | +4.9% | -5.3% |
| 3M | -1.6% | -15.6% | +14.0% | +2.2% |
| 6M | -3.1% | -8.7% | +5.6% | -3.4% |
| YTD | +4.6% | +37.3% | -32.7% | -9.9% |
| 1Y | +3.3% | +80.3% | -77.0% | -19.6% |
| 3Y | +46.6% | +177.9% | -131.4% | -4.3% |
| 5Y | +158.7% | +235.8% | -77.1% | +54.0% |
| All | +437.9% | +562.2% | -124.3% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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