-25.7%
FN vs HUBB
-4.0%
-21.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.5% | -3.5% | -2.8% |
| 7D | -7.0% | +0.2% | -7.2% | -6.8% |
| 30D | -24.7% | -8.8% | -15.9% | -15.3% |
| 3M | -35.7% | -12.5% | -23.2% | -23.2% |
| 6M | -52.4% | -14.5% | -37.9% | -41.4% |
| YTD | -25.0% | -0.4% | -24.5% | -30.8% |
| 1Y | -25.7% | -3.4% | -22.2% | -27.0% |
| All | -25.7% | -4.0% | -21.7% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling