+155.6%
HUBB vs FHN
+86.3%
+69.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +1.1% | 0.0% | +1.0% | +1.1% |
| 30D | -9.6% | -2.6% | -7.0% | -9.1% |
| 3M | -6.2% | 0.0% | -6.2% | -6.3% |
| 6M | -6.2% | +9.2% | -15.4% | -8.1% |
| YTD | +3.4% | +4.3% | -1.0% | +2.1% |
| 1Y | +5.3% | +10.8% | -5.4% | +2.5% |
| 3Y | +44.4% | +130.7% | -86.4% | +25.6% |
| All | +155.6% | +86.3% | +69.4% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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