-54.4%
APTV vs HUBB
+46.2%
-100.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.0% |
| 7D | -5.0% | -0.1% | -5.0% | -5.0% |
| 30D | -6.1% | -10.0% | +3.9% | -2.1% |
| 3M | -33.0% | -1.6% | -31.4% | -33.4% |
| 6M | -35.2% | -3.1% | -32.2% | -35.6% |
| YTD | -40.1% | +4.6% | -44.7% | -42.7% |
| 1Y | -45.6% | +3.3% | -49.0% | -47.8% |
| 3Y | -54.4% | +46.6% | -100.9% | -64.3% |
| All | -54.4% | +46.2% | -100.5% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 3y: compounded portfolio wealth divided by compounded HUBB 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…
3y analysis · Full analysis span regression · 6 months rolling