-66.4%
HUBS vs APTV
-69.3%
+2.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -9.0% | -5.0% | -4.0% | -6.8% |
| 30D | +7.2% | -6.1% | +13.3% | +10.1% |
| 3M | +20.9% | -33.0% | +53.9% | +43.5% |
| 6M | -13.0% | -35.2% | +22.2% | +2.6% |
| YTD | -43.8% | -40.1% | -3.7% | -31.6% |
| 1Y | -54.6% | -45.6% | -9.0% | -41.9% |
| 3Y | -58.5% | -54.4% | -4.1% | -43.7% |
| All | -66.4% | -69.3% | +2.9% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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