+648.6%
HUBS vs AZO
+456.1%
+192.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| 3M | +20.9% | -6.6% | +27.5% | +24.0% |
| 6M | -13.0% | -22.5% | +9.5% | -5.2% |
| YTD | -43.8% | -15.2% | -28.7% | -41.0% |
| 1Y | -54.6% | -33.9% | -20.7% | -48.1% |
| 3Y | -58.5% | +11.8% | -70.3% | -61.9% |
| 5Y | -66.4% | +85.5% | -151.9% | -75.0% |
| 10Y | +319.2% | +298.2% | +21.0% | +139.5% |
| All | +648.6% | +456.1% | +192.5% | +197.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling