-64.8%
AVTR vs HUBB
+150.1%
-215.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.8% |
| 7D | +1.6% | +1.1% | +0.5% | +1.2% |
| 30D | +8.4% | -9.6% | +18.0% | +11.8% |
| 3M | +50.2% | -6.2% | +56.3% | +51.7% |
| 6M | +82.6% | -6.2% | +88.7% | +82.8% |
| YTD | +29.8% | +3.4% | +26.5% | +24.4% |
| 1Y | +16.0% | +5.3% | +10.7% | +9.5% |
| 3Y | -26.4% | +44.4% | -70.8% | -40.1% |
| All | -64.8% | +150.1% | -215.0% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling