+4,055.8%
FDX vs HUBB
+146,154.8%
-142,099.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +3.4% |
| 7D | +0.2% | +1.8% | -1.6% | +0.2% |
| 30D | +9.3% | -6.9% | +16.2% | +9.4% |
| 3M | +0.5% | -13.8% | +14.3% | +0.7% |
| 6M | +5.3% | -9.8% | +15.1% | +5.4% |
| YTD | +38.6% | +0.3% | +38.3% | +38.5% |
| 1Y | +53.5% | -3.3% | +56.9% | +53.5% |
| 3Y | +74.2% | +61.0% | +13.2% | +73.0% |
| 5Y | +75.3% | +128.5% | -53.2% | +73.3% |
| 10Y | +156.3% | +398.9% | -242.7% | +151.3% |
| All | +4,055.8% | +146,154.8% | -142,099.0% | +4,091.3% |
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