-21.7%
FN vs HUBB
-3.9%
-17.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.0% | +8.1% |
| 7D | +16.3% | +1.8% | +14.5% | +15.4% |
| 30D | -24.7% | -6.9% | -17.9% | -16.8% |
| 3M | -34.9% | -13.8% | -21.1% | -20.0% |
| 6M | -41.1% | -9.8% | -31.3% | -32.1% |
| YTD | -19.6% | +0.3% | -19.9% | -25.4% |
| All | -21.7% | -3.9% | -17.8% | -21.9% |
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