-58.5%
HUBS vs AVTR
-27.0%
-31.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -9.0% | -1.1% | -7.9% | -8.8% |
| 30D | +7.2% | +6.3% | +0.9% | +5.8% |
| 3M | +20.9% | +53.3% | -32.4% | +10.0% |
| 6M | -13.0% | +78.6% | -91.7% | -23.7% |
| YTD | -43.8% | +29.2% | -73.1% | -47.1% |
| 1Y | -54.6% | +13.8% | -68.5% | -56.8% |
| 3Y | -58.5% | -27.4% | -31.0% | -57.1% |
| All | -58.5% | -27.0% | -31.5% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling