-46.7%
HUBS vs AFRM
-15.0%
-31.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -2.0% |
| 7D | -5.0% | -7.0% | +1.9% | -2.6% |
| 30D | -1.0% | -7.8% | +6.8% | +2.1% |
| 3M | +12.4% | +5.3% | +7.0% | +9.9% |
| 6M | -11.1% | +42.6% | -53.8% | -21.4% |
| YTD | -38.3% | -2.8% | -35.5% | -39.9% |
| 1Y | -46.7% | -19.3% | -27.4% | -46.0% |
| All | -46.7% | -15.0% | -31.7% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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