-66.4%
HUBS vs AA
+1.1%
-67.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | -3.4% | -5.6% | -8.3% |
| 30D | +7.2% | -5.8% | +13.0% | +8.3% |
| 3M | +20.9% | -29.9% | +50.8% | +29.6% |
| 6M | -13.0% | -27.0% | +14.0% | -9.0% |
| YTD | -43.8% | -8.7% | -35.1% | -45.2% |
| 1Y | -54.6% | +50.6% | -105.3% | -61.9% |
| 3Y | -58.5% | +74.1% | -132.5% | -68.5% |
| All | -66.4% | +1.1% | -67.4% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling