-66.7%
HUBS vs AMT
-31.8%
-34.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.3% |
| 7D | -12.4% | -2.7% | -9.7% | -11.3% |
| 30D | +1.4% | +2.0% | -0.6% | +0.7% |
| 3M | +16.0% | -9.3% | +25.2% | +20.7% |
| 6M | -17.0% | -5.2% | -11.8% | -15.3% |
| YTD | -44.3% | +0.5% | -44.8% | -44.8% |
| 1Y | -54.3% | -7.3% | -47.0% | -53.3% |
| 3Y | -58.4% | +6.2% | -64.6% | -64.6% |
| 5Y | -66.7% | -31.2% | -35.5% | -58.6% |
| All | -66.7% | -31.8% | -34.9% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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