+389.5%
HUBB vs FND
+58.4%
+331.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +2.1% |
| 7D | +4.8% | +0.4% | +4.5% | +4.7% |
| 30D | -9.3% | -23.6% | +14.3% | -2.9% |
| 3M | -3.9% | +4.3% | -8.2% | -5.8% |
| 6M | -0.8% | -20.3% | +19.4% | +3.5% |
| YTD | +5.6% | -21.3% | +26.9% | +9.9% |
| 1Y | +7.7% | -45.4% | +53.1% | +23.1% |
| 3Y | +47.5% | -48.9% | +96.3% | +65.5% |
| 5Y | +153.7% | -61.0% | +214.7% | +190.4% |
| All | +389.5% | +58.4% | +331.1% | +279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling