+642.7%
HUBS vs APTV
-8.9%
+651.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.7% | -5.5% | -4.1% |
| 7D | -12.4% | -1.8% | -10.6% | -11.7% |
| 30D | +1.4% | -7.9% | +9.3% | +5.1% |
| 3M | +16.0% | -29.9% | +45.9% | +34.4% |
| 6M | -17.0% | -36.6% | +19.6% | -1.3% |
| YTD | -44.3% | -40.0% | -4.3% | -32.5% |
| 1Y | -54.3% | -44.0% | -10.3% | -42.8% |
| 3Y | -58.4% | -54.5% | -3.9% | -45.4% |
| 5Y | -66.7% | -68.8% | +2.1% | -47.7% |
| 10Y | +315.9% | -16.9% | +332.9% | +249.2% |
| All | +642.7% | -8.9% | +651.6% | +374.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling