-54.1%
HUBS vs AA
+13.9%
-68.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.8% | -7.0% | -3.9% |
| 7D | -13.0% | +0.9% | -13.9% | -12.9% |
| 30D | -1.8% | -6.4% | +4.6% | -2.2% |
| 3M | -13.0% | -13.0% | 0.0% | -13.8% |
| 6M | -12.4% | -34.6% | +22.2% | -14.0% |
| YTD | -46.0% | -23.0% | -23.0% | -47.0% |
| 1Y | -54.1% | +16.0% | -70.1% | -54.8% |
| All | -54.1% | +13.9% | -68.0% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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