+64.4%
FDX vs HUBB
+154.5%
-90.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -3.3% | +4.8% | -8.1% | -4.8% |
| 30D | -1.4% | -9.3% | +7.9% | +1.6% |
| 3M | -4.5% | -3.9% | -0.6% | -3.9% |
| 6M | +9.4% | -0.8% | +10.2% | +8.2% |
| YTD | +36.0% | +5.6% | +30.4% | +31.3% |
| 1Y | +75.5% | +7.7% | +67.8% | +67.6% |
| 3Y | +62.8% | +47.5% | +15.3% | +34.5% |
| 5Y | +64.4% | +153.7% | -89.3% | -0.8% |
| All | +64.4% | +154.5% | -90.1% | -0.8% |
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