-66.7%
HUBS vs AMC
-99.5%
+32.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -2.3% |
| 7D | -12.4% | -7.1% | -5.3% | -11.5% |
| 30D | +1.4% | -1.7% | +3.0% | +1.6% |
| 3M | +16.0% | +13.5% | +2.5% | +12.2% |
| 6M | -17.0% | +112.6% | -129.6% | -26.7% |
| YTD | -44.3% | +51.3% | -95.6% | -48.7% |
| 1Y | -54.3% | -14.5% | -39.8% | -54.9% |
| 3Y | -58.4% | -67.1% | +8.7% | -57.4% |
| 5Y | -66.7% | -99.5% | +32.9% | -38.5% |
| All | -66.7% | -99.5% | +32.8% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling