-51.2%
FLUT vs HUBB
+148.7%
-199.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -3.6% | -1.7% | -1.9% | -3.1% |
| 30D | -0.3% | -12.7% | +12.3% | +3.9% |
| 3M | -12.6% | -2.9% | -9.7% | -13.1% |
| 6M | -8.0% | -4.8% | -3.2% | -8.6% |
| YTD | -54.1% | +2.8% | -56.9% | -56.1% |
| 1Y | -66.1% | +3.5% | -69.6% | -67.7% |
| 3Y | -45.0% | +43.5% | -88.6% | -55.0% |
| 5Y | -51.2% | +154.2% | -205.4% | -68.5% |
| All | -51.2% | +148.7% | -199.9% | -68.5% |
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