+18.4%
HUBB vs AMRZ
-20.1%
+38.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -0.1% | -7.5% | +7.5% | +2.5% |
| 30D | -10.0% | -12.4% | +2.4% | -5.9% |
| 3M | -1.6% | -22.4% | +20.8% | +6.7% |
| 6M | -3.1% | -29.5% | +26.4% | +8.4% |
| YTD | +4.6% | -24.1% | +28.7% | +13.1% |
| 1Y | +3.3% | -26.3% | +29.6% | +11.3% |
| All | +18.4% | -20.1% | +38.5% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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