+308.1%
HUBS vs AGI
+392.3%
-84.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | -9.0% | -2.7% | -6.3% | -8.8% |
| 30D | +7.2% | +7.2% | 0.0% | +6.7% |
| 3M | +20.9% | +4.3% | +16.6% | +20.3% |
| 6M | -13.0% | -27.1% | +14.1% | -11.6% |
| YTD | -43.8% | -6.6% | -37.2% | -44.3% |
| 1Y | -54.6% | +9.5% | -64.2% | -55.7% |
| 3Y | -58.5% | +208.4% | -266.9% | -63.2% |
| 5Y | -66.4% | +401.6% | -468.0% | -71.5% |
| All | +308.1% | +392.3% | -84.2% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling