+35.1%
AVTR vs HUBB
-4.0%
+39.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.8% | +0.4% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | -1.0% | -8.8% | +7.8% | -0.9% |
| 3M | +14.4% | -12.5% | +26.9% | +14.4% |
| 6M | +95.9% | -14.5% | +110.4% | +96.3% |
| YTD | +36.6% | -0.4% | +37.0% | +25.6% |
| 1Y | +35.1% | -3.4% | +38.6% | +26.4% |
| All | +35.1% | -4.0% | +39.2% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling