-25.4%
FN vs HUBB
-4.8%
-20.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.9% | -3.6% |
| 7D | -4.1% | -2.6% | -1.5% | +0.3% |
| 30D | -28.3% | -7.7% | -20.7% | -19.8% |
| 3M | -33.9% | -13.0% | -20.9% | -19.6% |
| 6M | -43.9% | -10.6% | -33.3% | -34.5% |
| YTD | -23.4% | -0.6% | -22.9% | -28.0% |
| 1Y | -25.4% | -4.1% | -21.3% | -24.7% |
| All | -25.4% | -4.8% | -20.7% | -24.7% |
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