-54.1%
HUBS vs AEM
+17.3%
-71.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +9.7% | -13.9% | -2.5% |
| 7D | -13.0% | +0.2% | -13.2% | -12.8% |
| 30D | -1.8% | +0.1% | -1.9% | -1.5% |
| 3M | -13.0% | +22.1% | -35.0% | -7.8% |
| 6M | -12.4% | +2.4% | -14.9% | -10.2% |
| YTD | -46.0% | +8.9% | -54.9% | -46.8% |
| 1Y | -54.1% | +18.7% | -72.8% | -55.0% |
| All | -54.1% | +17.3% | -71.4% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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