+47.5%
HUBB vs AVAV
+31.0%
+16.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.6% |
| 7D | +4.8% | +3.2% | +1.6% | +4.5% |
| 30D | -9.3% | -20.3% | +11.0% | -7.3% |
| 3M | -3.9% | -19.4% | +15.6% | -2.4% |
| 6M | -0.8% | -35.3% | +34.4% | +2.5% |
| YTD | +5.6% | -38.5% | +44.1% | +8.4% |
| 1Y | +7.7% | -37.2% | +44.9% | +9.4% |
| 3Y | +47.5% | +31.1% | +16.4% | +45.8% |
| All | +47.5% | +31.0% | +16.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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