+49.0%
FE vs HUBB
+147.2%
-98.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +1.9% | +0.5% | +1.4% | +1.9% |
| 30D | -1.2% | -10.0% | +8.9% | 0.0% |
| 3M | +3.5% | -4.8% | +8.3% | +3.8% |
| 6M | -6.1% | -5.6% | -0.5% | -5.8% |
| YTD | +7.6% | +4.7% | +3.0% | +6.4% |
| 1Y | +11.9% | +6.7% | +5.2% | +10.1% |
| 3Y | +48.4% | +45.8% | +2.7% | +33.6% |
| All | +49.0% | +147.2% | -98.2% | +10.8% |
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