-13.0%
HUBS vs AEIS
-6.4%
-6.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | +2.8% |
| 7D | -9.0% | +2.3% | -11.3% | -8.1% |
| 30D | +7.2% | -14.8% | +22.1% | +0.8% |
| 3M | +20.9% | -15.6% | +36.5% | +17.1% |
| 6M | -13.0% | -8.7% | -4.3% | -9.0% |
| All | -13.0% | -6.4% | -6.6% | -9.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling