+698.7%
HUBS vs AMT
+145.9%
+552.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -4.3% | -0.2% | -4.1% | -4.1% |
| 30D | +14.2% | +1.8% | +12.4% | +13.3% |
| 3M | +15.5% | -6.2% | +21.7% | +19.2% |
| 6M | -18.9% | -5.0% | -13.9% | -17.0% |
| YTD | -40.1% | +2.1% | -42.1% | -41.2% |
| 1Y | -51.8% | -5.7% | -46.0% | -51.0% |
| 3Y | -55.2% | +7.9% | -63.2% | -60.9% |
| 5Y | -64.7% | -32.3% | -32.3% | -59.2% |
| 10Y | +327.0% | +95.0% | +231.9% | +179.8% |
| All | +698.7% | +145.9% | +552.8% | +349.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling