+123.0%
HUBB vs AMBA
-70.4%
+193.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.1% | -3.6% | +1.4% |
| 7D | +1.7% | -7.2% | +8.9% | +3.0% |
| 30D | -9.7% | -10.4% | +0.7% | -8.0% |
| 3M | -15.2% | -30.1% | +15.0% | -9.8% |
| 6M | -14.0% | -22.4% | +8.4% | -12.9% |
| YTD | -2.4% | -17.3% | +14.9% | -3.5% |
| 1Y | -5.8% | -35.4% | +29.6% | -2.6% |
| 3Y | +60.4% | +18.6% | +41.8% | +40.6% |
| All | +123.0% | -70.4% | +193.4% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling