-73.9%
HUBS vs AMC
-99.2%
+25.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +1.0% |
| 7D | +8.3% | +3.5% | +4.8% | +7.7% |
| 30D | -4.0% | +12.5% | -16.4% | -5.8% |
| 3M | -9.7% | +23.6% | -33.2% | -13.0% |
| 6M | +21.4% | +144.4% | -123.0% | +4.8% |
| YTD | -45.9% | +108.3% | -154.2% | -52.7% |
| 1Y | -44.4% | +38.9% | -83.3% | -48.9% |
| 3Y | -49.7% | -58.9% | +9.2% | -49.6% |
| All | -73.9% | -99.2% | +25.3% | -52.4% |
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 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