-66.4%
HUBS vs AG
+63.6%
-130.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.2% |
| 7D | -9.0% | -6.7% | -2.3% | -8.2% |
| 30D | +7.2% | +2.2% | +5.1% | +6.7% |
| 3M | +20.9% | +15.7% | +5.2% | +17.9% |
| 6M | -13.0% | -23.8% | +10.8% | -11.3% |
| YTD | -43.8% | +17.6% | -61.5% | -47.7% |
| 1Y | -54.6% | +88.6% | -143.3% | -61.8% |
| 3Y | -58.5% | +253.4% | -311.9% | -71.9% |
| All | -66.4% | +63.6% | -130.0% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling