+60.3%
FCX vs HUBS
-54.7%
+115.0%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.6% | +0.9% |
| 7D | -6.0% | -13.0% | +7.0% | -7.3% |
| 30D | -13.6% | -1.8% | -11.8% | -13.6% |
| 3M | -6.8% | -13.0% | +6.2% | -7.2% |
| 6M | +13.2% | -12.4% | +25.6% | +15.1% |
| YTD | +24.4% | -46.0% | +70.4% | +38.0% |
| 1Y | +60.3% | -54.1% | +114.4% | +85.6% |
| All | +60.3% | -54.7% | +115.0% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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