-19.7%
HUBS vs FDX
+9.5%
-29.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -4.5% |
| 7D | -6.2% | -2.3% | -3.9% | -6.6% |
| 30D | +6.6% | -4.9% | +11.5% | +5.6% |
| 3M | +16.4% | -6.5% | +22.9% | +16.2% |
| 6M | -19.7% | +6.7% | -26.4% | -16.2% |
| All | -19.7% | +9.5% | -29.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 6mo: compounded portfolio wealth divided by compounded FDX 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…
6mo analysis · Full analysis span regression · 6 months rolling