+154.2%
HUBB vs FND
-62.8%
+217.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.2% |
| 7D | -1.7% | -5.1% | +3.4% | -0.5% |
| 30D | -12.7% | -22.5% | +9.9% | -7.1% |
| 3M | -2.9% | -5.0% | +2.1% | -2.5% |
| 6M | -4.8% | -21.5% | +16.7% | -0.3% |
| YTD | +2.8% | -23.0% | +25.8% | +7.5% |
| 1Y | +3.5% | -44.9% | +48.4% | +17.8% |
| 3Y | +43.5% | -50.0% | +93.5% | +61.3% |
| 5Y | +154.2% | -63.3% | +217.5% | +187.3% |
| All | +154.2% | -62.8% | +217.0% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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