-3.4%
HUBB vs AHR
+26.3%
-29.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.6% | -5.1% | -2.5% |
| 7D | +0.2% | +9.5% | -9.2% | +0.1% |
| 30D | -8.8% | +11.7% | -20.5% | -8.7% |
| 3M | -12.5% | +4.0% | -16.5% | -12.5% |
| 6M | -14.5% | +13.5% | -28.1% | -14.9% |
| YTD | -0.4% | +21.6% | -22.0% | -1.4% |
| 1Y | -3.4% | +25.1% | -28.5% | -4.7% |
| All | -3.4% | +26.3% | -29.8% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling