+159.4%
HUBB vs AMP
+122.1%
+37.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.4% |
| 7D | -0.1% | -0.5% | +0.5% | +0.2% |
| 30D | -10.0% | -1.3% | -8.6% | -9.4% |
| 3M | -1.6% | +24.2% | -25.8% | -12.0% |
| 6M | -3.1% | +24.6% | -27.7% | -13.8% |
| YTD | +4.6% | +14.8% | -10.2% | -3.7% |
| 1Y | +3.3% | +12.8% | -9.4% | -4.1% |
| 3Y | +46.6% | +69.0% | -22.4% | +10.9% |
| All | +159.4% | +122.1% | +37.2% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling