-16.5%
AVTR vs HUBB
+57.0%
-73.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.5% | +1.8% | -1.3% | 0.0% |
| 30D | -1.0% | -7.7% | +6.7% | +1.0% |
| 3M | +12.2% | -13.6% | +25.8% | +16.5% |
| 6M | +97.5% | -9.1% | +106.6% | +99.9% |
| YTD | +35.6% | -0.7% | +36.3% | +30.1% |
| 1Y | +32.8% | +1.1% | +31.8% | +26.5% |
| 3Y | -16.5% | +56.2% | -72.7% | -32.2% |
| All | -16.5% | +57.0% | -73.5% | -32.2% |
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