+7.2%
AVTR vs HUBB
+314.1%
-306.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.5% | +1.8% | -1.3% | -0.3% |
| 30D | -1.0% | -7.7% | +6.7% | +2.3% |
| 3M | +12.2% | -13.6% | +25.8% | +19.0% |
| 6M | +97.5% | -9.1% | +106.6% | +101.8% |
| YTD | +35.6% | -0.7% | +36.3% | +30.3% |
| 1Y | +32.8% | +1.1% | +31.8% | +26.5% |
| 3Y | -16.5% | +56.2% | -72.7% | -39.5% |
| 5Y | -59.1% | +126.6% | -185.8% | -77.4% |
| All | +7.2% | +314.1% | -306.9% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling