-71.6%
FLNC vs HUBB
+159.3%
-230.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.2% |
| 3M | -59.1% | -1.6% | -57.5% | -58.0% |
| 6M | -42.0% | -3.1% | -38.9% | -41.0% |
| YTD | -49.8% | +4.6% | -54.4% | -52.1% |
| 1Y | +43.1% | +3.3% | +39.7% | +40.8% |
| 3Y | -61.0% | +46.6% | -107.5% | -72.9% |
| All | -71.6% | +159.3% | -230.9% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling