+308.1%
HUBS vs AMC
-98.9%
+407.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.6% |
| 7D | -9.0% | -7.2% | -1.8% | -8.7% |
| 30D | +7.2% | -2.8% | +10.0% | +7.4% |
| 3M | +20.9% | +7.9% | +13.0% | +20.0% |
| 6M | -13.0% | +119.6% | -132.7% | -16.3% |
| YTD | -43.8% | +57.7% | -101.5% | -45.3% |
| 1Y | -54.6% | -12.1% | -42.5% | -54.9% |
| 3Y | -58.5% | -66.5% | +8.0% | -58.2% |
| 5Y | -66.4% | -99.5% | +33.1% | -63.1% |
| All | +308.1% | -98.9% | +407.1% | +336.5% |
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