-54.1%
HUBS vs AG
+29.4%
-83.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +9.1% | -13.4% | -3.7% |
| 7D | -13.0% | -2.6% | -10.4% | -13.0% |
| 30D | -1.8% | -12.1% | +10.3% | -2.3% |
| 3M | -13.0% | -6.6% | -6.4% | -13.0% |
| 6M | -12.4% | -20.5% | +8.0% | -13.3% |
| YTD | -46.0% | -7.4% | -38.6% | -49.7% |
| 1Y | -54.1% | +33.4% | -87.5% | -58.9% |
| All | -54.1% | +29.4% | -83.5% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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