+5.2%
AVTR vs HUBB
+340.4%
-335.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.5% |
| 7D | +7.4% | +4.8% | +2.6% | +5.2% |
| 30D | +12.2% | -9.3% | +21.5% | +17.0% |
| 3M | +57.4% | -3.9% | +61.3% | +57.9% |
| 6M | +86.7% | -0.8% | +87.5% | +82.3% |
| YTD | +33.1% | +5.6% | +27.5% | +25.1% |
| 1Y | +16.1% | +7.7% | +8.4% | +7.0% |
| 3Y | -24.6% | +47.5% | -72.1% | -43.2% |
| 5Y | -63.5% | +153.7% | -217.2% | -80.9% |
| All | +5.2% | +340.4% | -335.2% | -61.3% |
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 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