-45.3%
HUBS vs AMIX
-92.5%
+47.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -8.4% | +14.8% | +6.5% |
| 7D | +5.3% | -10.9% | +16.2% | +5.4% |
| 30D | -2.5% | -55.0% | +52.5% | -1.8% |
| 3M | +2.7% | -82.0% | +84.7% | +4.2% |
| 6M | +20.2% | -80.4% | +100.6% | +17.6% |
| YTD | -46.2% | -88.3% | +42.1% | -48.7% |
| 1Y | -45.3% | -92.4% | +47.1% | -48.9% |
| All | -45.3% | -92.5% | +47.2% | -48.9% |
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