-51.1%
FIS vs HUBB
-4.0%
-47.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -2.5% | -21.2% | -23.9% |
| 7D | -18.4% | +0.2% | -18.6% | -18.3% |
| 30D | -11.4% | -8.8% | -2.6% | -12.5% |
| 3M | -32.0% | -12.5% | -19.5% | -33.3% |
| 6M | -35.6% | -14.5% | -21.1% | -36.7% |
| YTD | -53.8% | -0.4% | -53.3% | -55.8% |
| 1Y | -51.1% | -3.4% | -47.6% | -52.8% |
| All | -51.1% | -4.0% | -47.1% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling