+74,417.0%
FAST vs HUBB
+142,140.5%
-67,723.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | +0.1% |
| 7D | +2.1% | +1.7% | +0.4% | +2.0% |
| 30D | +6.9% | -9.7% | +16.5% | +7.1% |
| 3M | +4.8% | -15.2% | +20.0% | +5.1% |
| 6M | +19.8% | -14.0% | +33.8% | +20.0% |
| YTD | +34.9% | -2.4% | +37.3% | +34.9% |
| 1Y | +32.8% | -5.8% | +38.6% | +32.8% |
| 3Y | +93.7% | +60.4% | +33.3% | +92.1% |
| 5Y | +105.3% | +125.4% | -20.1% | +102.4% |
| 10Y | +595.4% | +409.7% | +185.6% | +577.7% |
| All | +74,417.0% | +142,140.5% | -67,723.5% | +74,461.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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