-66.2%
HUBS vs AMBA
-50.1%
-16.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +8.4% | -12.6% | -6.6% |
| 7D | -6.2% | +2.5% | -8.7% | -7.2% |
| 30D | +6.6% | -16.1% | +22.8% | +11.4% |
| 3M | +16.4% | +4.6% | +11.8% | +8.3% |
| 6M | -19.7% | +29.2% | -48.9% | -33.8% |
| YTD | -42.6% | -2.9% | -39.8% | -48.4% |
| 1Y | -54.2% | -18.7% | -35.5% | -57.2% |
| 3Y | -57.1% | +14.9% | -72.0% | -68.9% |
| 5Y | -66.2% | -53.0% | -13.3% | -68.8% |
| All | -66.2% | -50.1% | -16.1% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling