+1,459.6%
HUBB vs AVAV
+478.6%
+981.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.4% |
| 7D | +0.5% | -2.2% | +2.8% | +0.9% |
| 30D | -10.0% | -13.9% | +3.9% | -7.8% |
| 3M | -4.8% | -29.2% | +24.5% | -0.3% |
| 6M | -5.6% | -36.1% | +30.6% | -0.5% |
| YTD | +4.7% | -40.2% | +44.9% | +9.5% |
| 1Y | +6.7% | -36.2% | +42.9% | +9.1% |
| 3Y | +45.8% | +47.5% | -1.8% | +20.9% |
| 5Y | +145.9% | +39.3% | +106.7% | +96.3% |
| 10Y | +418.6% | +482.6% | -64.0% | +179.7% |
| All | +1,459.6% | +478.6% | +981.0% | +653.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling