-58.0%
HUBS vs AMRZ
-20.1%
-37.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -9.0% | -7.5% | -1.5% | -7.7% |
| 30D | +7.2% | -12.4% | +19.6% | +9.8% |
| 3M | +20.9% | -22.4% | +43.2% | +25.7% |
| 6M | -13.0% | -29.5% | +16.5% | -7.7% |
| YTD | -43.8% | -24.1% | -19.7% | -42.4% |
| 1Y | -54.6% | -26.3% | -28.4% | -53.4% |
| All | -58.0% | -20.1% | -37.9% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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