-66.7%
HUBS vs AVAV
+58.4%
-125.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.5% | -7.3% | -3.7% |
| 7D | -12.4% | -0.1% | -12.3% | -12.4% |
| 30D | +1.4% | -25.0% | +26.4% | +6.6% |
| 3M | +16.0% | -15.0% | +30.9% | +17.1% |
| 6M | -17.0% | -33.6% | +16.6% | -12.6% |
| YTD | -44.3% | -39.2% | -5.1% | -41.7% |
| 1Y | -54.3% | -40.5% | -13.8% | -52.5% |
| 3Y | -58.4% | +29.6% | -88.0% | -69.0% |
| 5Y | -66.7% | +56.7% | -123.4% | -80.0% |
| All | -66.7% | +58.4% | -125.1% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling