+130.0%
FITB vs HUBB
+43.6%
+86.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | -1.0% | -1.7% | +0.7% | -0.4% |
| 30D | -5.5% | -12.7% | +7.2% | -1.1% |
| 3M | +4.1% | -2.9% | +7.1% | +4.1% |
| 6M | +18.7% | -4.8% | +23.5% | +18.8% |
| YTD | +18.2% | +2.8% | +15.4% | +14.3% |
| 1Y | +23.7% | +3.5% | +20.1% | +18.8% |
| All | +130.0% | +43.6% | +86.3% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling