-3.4%
HUBB vs AMP
+18.6%
-22.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.5% | -6.9% | -3.3% |
| 7D | +0.2% | +7.7% | -7.5% | -1.4% |
| 30D | -8.8% | +6.6% | -15.4% | -10.1% |
| 3M | -12.5% | -4.7% | -7.7% | -11.4% |
| 6M | -14.5% | +12.9% | -27.5% | -17.2% |
| YTD | -0.4% | +8.6% | -9.1% | -5.6% |
| 1Y | -3.4% | +18.2% | -21.7% | -14.5% |
| All | -3.4% | +18.6% | -22.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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