+621.8%
HUBS vs AMBA
+37.9%
+583.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.1% |
| 7D | +8.3% | +2.7% | +5.6% | +7.5% |
| 30D | -4.0% | -2.2% | -1.8% | -3.7% |
| 3M | -9.7% | -26.6% | +17.0% | -3.2% |
| 6M | +21.4% | -26.8% | +48.1% | +21.8% |
| YTD | -45.9% | -15.1% | -30.7% | -49.2% |
| 1Y | -44.4% | -32.3% | -12.1% | -44.5% |
| 3Y | -49.7% | +19.8% | -69.5% | -61.7% |
| 5Y | -74.2% | -69.2% | -4.9% | -72.5% |
| 10Y | +275.5% | +0.8% | +274.8% | +162.7% |
| All | +621.8% | +37.9% | +583.9% | +419.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling