+3.3%
HUBB vs FIVN
+20.3%
-17.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.8% |
| 7D | -0.1% | -7.8% | +7.8% | -0.2% |
| 30D | -10.0% | -1.7% | -8.2% | -10.0% |
| 3M | -1.6% | +47.2% | -48.8% | -0.9% |
| 6M | -3.1% | +82.7% | -85.8% | -3.0% |
| YTD | +4.6% | +52.9% | -48.3% | +6.7% |
| 1Y | +3.3% | +17.5% | -14.1% | +8.5% |
| All | +3.3% | +20.3% | -17.0% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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