-58.5%
HUBS vs AMP
+66.7%
-125.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | -9.0% | -0.5% | -8.5% | -8.7% |
| 30D | +7.2% | -1.3% | +8.6% | +8.1% |
| 3M | +20.9% | +24.2% | -3.3% | +7.8% |
| 6M | -13.0% | +24.6% | -37.6% | -23.0% |
| YTD | -43.8% | +14.8% | -58.7% | -48.4% |
| 1Y | -54.6% | +12.8% | -67.4% | -57.9% |
| 3Y | -58.5% | +69.0% | -127.4% | -70.0% |
| All | -58.5% | +66.7% | -125.1% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling