-61.0%
FLNC vs HUBB
+46.2%
-107.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +0.9% |
| 7D | -4.1% | -0.1% | -4.0% | -3.8% |
| 30D | -24.8% | -10.0% | -14.8% | -17.3% |
| 3M | -59.1% | -1.6% | -57.5% | -57.9% |
| 6M | -42.0% | -3.1% | -38.9% | -41.1% |
| YTD | -49.8% | +4.6% | -54.4% | -52.3% |
| 1Y | +43.1% | +3.3% | +39.7% | +40.0% |
| 3Y | -61.0% | +46.6% | -107.5% | -71.8% |
| All | -61.0% | +46.2% | -107.1% | -71.8% |
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 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