+648.6%
HUBS vs AEE
+277.3%
+371.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -0.8% | -8.2% | -8.8% |
| 30D | +7.2% | -2.9% | +10.2% | +7.9% |
| 3M | +20.9% | -2.4% | +23.3% | +21.5% |
| 6M | -13.0% | -2.7% | -10.3% | -12.9% |
| YTD | -43.8% | +7.3% | -51.1% | -45.3% |
| 1Y | -54.6% | +7.5% | -62.2% | -55.9% |
| 3Y | -58.5% | +46.2% | -104.7% | -63.3% |
| 5Y | -66.4% | +39.7% | -106.1% | -70.1% |
| 10Y | +319.2% | +191.3% | +128.0% | +217.2% |
| All | +648.6% | +277.3% | +371.3% | +441.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling