-66.4%
HUBS vs AMCR
-12.3%
-54.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | -9.0% | -6.3% | -2.7% | -6.5% |
| 30D | +7.2% | -7.8% | +15.0% | +10.8% |
| 3M | +20.9% | +7.5% | +13.3% | +18.2% |
| 6M | -13.0% | +2.7% | -15.7% | -14.2% |
| YTD | -43.8% | +6.0% | -49.9% | -46.6% |
| 1Y | -54.6% | +7.8% | -62.4% | -57.5% |
| 3Y | -58.5% | +5.8% | -64.2% | -63.2% |
| All | -66.4% | -12.3% | -54.0% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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