-58.8%
HUBS vs AG
+260.2%
-319.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.0% | -2.7% |
| 7D | -12.4% | -5.8% | -6.6% | -12.2% |
| 30D | +1.4% | +6.4% | -5.0% | +1.1% |
| 3M | +16.0% | +28.4% | -12.4% | +14.7% |
| 6M | -17.0% | -24.5% | +7.5% | -16.0% |
| YTD | -44.3% | +21.2% | -65.5% | -46.1% |
| 1Y | -54.3% | +114.1% | -168.4% | -58.1% |
| All | -58.8% | +260.2% | -319.0% | -65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling