-62.3%
HUBS vs AMIX
-99.9%
+37.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.0% | -4.3% |
| 7D | -6.2% | +1.6% | -7.8% | -6.2% |
| 30D | +6.6% | -50.8% | +57.4% | +6.9% |
| 3M | +16.4% | -46.3% | +62.7% | +13.3% |
| 6M | -19.7% | -49.9% | +30.1% | -21.9% |
| YTD | -42.6% | -60.4% | +17.8% | -44.5% |
| 1Y | -54.2% | -81.7% | +27.5% | -56.0% |
| All | -62.3% | -99.9% | +37.6% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling