-54.1%
HUBS vs AEIS
+6.2%
-60.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -11.1% | +6.9% | -7.9% |
| 7D | -13.0% | -12.7% | -0.3% | -16.7% |
| 30D | -1.8% | -28.8% | +27.0% | -11.7% |
| 3M | -13.0% | -38.0% | +25.1% | -24.4% |
| 6M | -12.4% | -45.3% | +32.9% | -21.9% |
| YTD | -46.0% | +1.1% | -47.2% | -49.8% |
| 1Y | -54.1% | +8.6% | -62.7% | -57.8% |
| All | -54.1% | +6.2% | -60.3% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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