-80.5%
FCUV vs HUBB
+8.5%
-89.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.1% | -13.8% | -13.6% |
| 7D | +62.8% | +0.5% | +62.3% | +62.4% |
| 30D | +66.5% | -10.0% | +76.5% | +59.9% |
| 3M | +459.9% | -4.8% | +464.7% | +408.7% |
| 6M | -12.4% | -5.6% | -6.8% | -21.8% |
| YTD | -47.5% | +4.7% | -52.2% | -57.7% |
| 1Y | -80.5% | +6.7% | -87.2% | -84.0% |
| All | -80.5% | +8.5% | -89.0% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling