+304.9%
HUBS vs AMBA
+8.8%
+296.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.5% |
| 7D | -12.4% | +7.1% | -19.5% | -14.4% |
| 30D | +1.4% | -18.1% | +19.5% | +7.1% |
| 3M | +16.0% | +8.4% | +7.6% | +6.3% |
| 6M | -17.0% | +25.7% | -42.7% | -30.6% |
| YTD | -44.3% | -4.2% | -40.1% | -49.6% |
| 1Y | -54.3% | -18.7% | -35.6% | -57.4% |
| 3Y | -58.4% | +13.3% | -71.7% | -68.8% |
| 5Y | -66.7% | -54.2% | -12.4% | -68.2% |
| All | +304.9% | +8.8% | +296.1% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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