+648.6%
HUBS vs AGI
+343.6%
+305.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | -9.0% | -2.7% | -6.3% | -8.9% |
| 30D | +7.2% | +7.2% | 0.0% | +6.9% |
| 3M | +20.9% | +4.3% | +16.6% | +20.5% |
| 6M | -13.0% | -27.1% | +14.1% | -12.0% |
| YTD | -43.8% | -6.6% | -37.2% | -44.1% |
| 1Y | -54.6% | +9.5% | -64.2% | -55.4% |
| 3Y | -58.5% | +208.4% | -266.9% | -61.8% |
| 5Y | -66.4% | +401.6% | -468.0% | -70.0% |
| 10Y | +319.2% | +387.3% | -68.1% | +278.2% |
| All | +648.6% | +343.6% | +305.0% | +555.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling