+698.7%
HUBS vs AMC
-98.4%
+797.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.7% |
| 7D | -4.3% | -0.8% | -3.5% | -4.2% |
| 30D | +14.2% | -1.2% | +15.4% | +14.3% |
| 3M | +15.5% | +42.2% | -26.7% | +13.1% |
| 6M | -18.9% | +118.8% | -137.7% | -22.2% |
| YTD | -40.1% | +64.1% | -104.2% | -41.9% |
| 1Y | -51.8% | -9.5% | -42.2% | -52.1% |
| 3Y | -55.2% | -64.3% | +9.1% | -55.1% |
| 5Y | -64.7% | -99.5% | +34.8% | -60.7% |
| 10Y | +327.0% | -98.9% | +425.9% | +400.8% |
| All | +698.7% | -98.4% | +797.2% | +676.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling