+396.8%
HUBB vs FIVN
+282.0%
+114.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.6% | -1.8% |
| 7D | +1.1% | -9.6% | +10.7% | +2.0% |
| 30D | -9.6% | -11.9% | +2.3% | -8.7% |
| 3M | -6.2% | +40.1% | -46.3% | -9.9% |
| 6M | -6.2% | +68.3% | -74.5% | -12.4% |
| YTD | +3.4% | +51.5% | -48.1% | -2.9% |
| 1Y | +5.3% | +15.1% | -9.8% | +1.8% |
| 3Y | +44.4% | -55.6% | +99.9% | +49.9% |
| 5Y | +152.4% | -82.4% | +234.8% | +176.3% |
| 10Y | +437.0% | +114.5% | +322.6% | +344.9% |
| All | +396.8% | +282.0% | +114.8% | +284.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling