+54.6%
FTI vs HUBB
-4.0%
+58.6%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -2.8% |
| 7D | -9.7% | +0.2% | -9.9% | -9.7% |
| 30D | -8.2% | -8.8% | +0.6% | -6.2% |
| 3M | -7.8% | -12.5% | +4.6% | -5.2% |
| 6M | -13.4% | -14.5% | +1.1% | -9.8% |
| YTD | +45.1% | -0.4% | +45.5% | +41.4% |
| 1Y | +54.6% | -3.4% | +58.0% | +52.4% |
| All | +54.6% | -4.0% | +58.6% | +52.4% |
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