+648.6%
HUBS vs AON
+306.3%
+342.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.9% |
| 7D | -9.0% | -6.3% | -2.7% | -4.8% |
| 30D | +7.2% | -14.1% | +21.3% | +18.4% |
| 3M | +20.9% | -9.5% | +30.4% | +29.3% |
| 6M | -13.0% | -4.0% | -9.0% | -10.4% |
| YTD | -43.8% | -13.8% | -30.0% | -37.9% |
| 1Y | -54.6% | -18.3% | -36.4% | -48.2% |
| 3Y | -58.5% | -7.2% | -51.3% | -58.1% |
| 5Y | -66.4% | +7.3% | -73.7% | -69.3% |
| 10Y | +319.2% | +203.6% | +115.6% | +84.1% |
| All | +648.6% | +306.3% | +342.3% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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