+19.2%
HUBS vs AVTR
+1.1%
+18.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -12.4% | -2.0% | -10.3% | -11.6% |
| 30D | +1.4% | +8.1% | -6.7% | -2.1% |
| 3M | +16.0% | +54.2% | -38.2% | -5.1% |
| 6M | -17.0% | +82.6% | -99.6% | -37.8% |
| YTD | -44.3% | +29.8% | -74.1% | -51.4% |
| 1Y | -54.3% | +18.0% | -72.3% | -59.9% |
| 3Y | -58.4% | -26.4% | -31.9% | -57.5% |
| 5Y | -66.7% | -64.8% | -1.8% | -48.4% |
| All | +19.2% | +1.1% | +18.1% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling