+75.3%
FDX vs HUBB
+129.4%
-54.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +2.6% |
| 7D | +0.2% | +1.8% | -1.6% | -0.4% |
| 30D | +9.3% | -6.9% | +16.2% | +11.4% |
| 3M | +0.5% | -13.8% | +14.3% | +4.7% |
| 6M | +5.3% | -9.8% | +15.1% | +7.6% |
| YTD | +38.6% | +0.3% | +38.3% | +35.3% |
| 1Y | +53.5% | -3.3% | +56.9% | +51.6% |
| 3Y | +74.2% | +61.0% | +13.2% | +38.0% |
| 5Y | +75.3% | +128.5% | -53.2% | +11.0% |
| All | +75.3% | +129.4% | -54.2% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling