-3.7%
FISV vs HUBB
-4.0%
+0.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.1% |
| 7D | +29.6% | +0.2% | +29.4% | +29.5% |
| 30D | +34.5% | -8.8% | +43.3% | +33.3% |
| 3M | +11.2% | -12.5% | +23.7% | +9.6% |
| 6M | -1.2% | -14.5% | +13.3% | -2.2% |
| YTD | -7.6% | -0.4% | -7.2% | -10.7% |
| 1Y | -3.7% | -3.4% | -0.3% | -5.6% |
| All | -3.7% | -4.0% | +0.3% | -5.6% |
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