+698.7%
HUBS vs AVAV
+417.9%
+280.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.9% | -5.8% | -3.6% |
| 7D | -4.3% | +3.2% | -7.5% | -5.0% |
| 30D | +14.2% | -20.3% | +34.6% | +20.1% |
| 3M | +15.5% | -19.4% | +35.0% | +18.6% |
| 6M | -18.9% | -35.3% | +16.3% | -13.3% |
| YTD | -40.1% | -38.5% | -1.6% | -36.9% |
| 1Y | -51.8% | -37.2% | -14.6% | -50.3% |
| 3Y | -55.2% | +31.1% | -86.4% | -66.0% |
| 5Y | -64.7% | +41.0% | -105.7% | -75.3% |
| 10Y | +327.0% | +508.8% | -181.8% | +74.1% |
| All | +698.7% | +417.9% | +280.9% | +229.8% |
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 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