-66.4%
HUBS vs AZO
+85.8%
-152.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -9.0% | -3.6% | -5.4% | -7.8% |
| 30D | +7.2% | -5.6% | +12.8% | +9.4% |
| 3M | +20.9% | -6.6% | +27.5% | +23.9% |
| 6M | -13.0% | -22.5% | +9.5% | -5.8% |
| YTD | -43.8% | -15.2% | -28.7% | -41.4% |
| 1Y | -54.6% | -33.9% | -20.7% | -48.3% |
| 3Y | -58.5% | +11.8% | -70.3% | -63.4% |
| All | -66.4% | +85.8% | -152.1% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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