-54.1%
HUBS vs AMIX
-92.3%
+38.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.0% | -1.2% | -4.2% |
| 7D | -13.0% | -25.1% | +12.1% | -12.8% |
| 30D | -1.8% | -54.5% | +52.7% | -1.1% |
| 3M | -13.0% | -91.7% | +78.8% | -11.1% |
| 6M | -12.4% | -79.4% | +67.0% | -14.5% |
| YTD | -46.0% | -86.1% | +40.0% | -49.1% |
| 1Y | -54.1% | -91.6% | +37.5% | -58.0% |
| All | -54.1% | -92.3% | +38.2% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling