+287.9%
HUBS vs AMC
-98.8%
+386.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +0.8% |
| 7D | +8.3% | +3.5% | +4.8% | +8.1% |
| 30D | -4.0% | +12.5% | -16.4% | -4.5% |
| 3M | -9.7% | +23.6% | -33.2% | -10.7% |
| 6M | +21.4% | +144.4% | -123.0% | +16.2% |
| YTD | -45.9% | +108.3% | -154.2% | -48.0% |
| 1Y | -44.4% | +38.9% | -83.3% | -45.8% |
| 3Y | -49.7% | -58.9% | +9.2% | -49.9% |
| 5Y | -74.2% | -99.2% | +25.0% | -72.1% |
| All | +287.9% | -98.8% | +386.7% | +299.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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