-54.1%
HUBS vs BAM
+4.2%
-58.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.2% | -10.4% | -7.1% |
| 7D | -13.0% | +14.2% | -27.2% | -18.8% |
| 30D | -1.8% | +21.0% | -22.8% | -11.1% |
| 3M | -13.0% | +5.2% | -18.1% | -14.8% |
| 6M | -12.4% | +16.0% | -28.4% | -19.2% |
| YTD | -46.0% | +6.5% | -52.5% | -47.7% |
| 1Y | -54.1% | +4.4% | -58.5% | -55.1% |
| All | -54.1% | +4.2% | -58.3% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling