+5,681.7%
FLEX vs HUBB
+48,228.0%
-42,546.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +3.7% |
| 7D | +2.2% | +1.2% | +1.0% | +2.2% |
| 30D | -32.6% | -6.4% | -26.2% | -32.5% |
| 3M | -35.5% | -14.4% | -21.1% | -35.1% |
| 6M | -45.6% | -9.0% | -36.6% | -45.3% |
| YTD | +30.7% | +0.7% | +30.0% | +30.9% |
| 1Y | +28.4% | -0.3% | +28.6% | +28.6% |
| 3Y | +301.7% | +59.2% | +242.5% | +297.7% |
| 5Y | +473.3% | +130.2% | +343.0% | +462.0% |
| 10Y | +651.7% | +391.8% | +260.0% | +624.9% |
| All | +5,681.7% | +48,228.0% | -42,546.3% | +5,673.7% |
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