+664.8%
HUBS vs FDX
+185.0%
+479.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.5% |
| 7D | -6.2% | -2.3% | -3.9% | -5.1% |
| 30D | +6.6% | -4.9% | +11.5% | +9.4% |
| 3M | +16.4% | -6.5% | +22.9% | +19.2% |
| 6M | -19.7% | +6.7% | -26.4% | -24.1% |
| YTD | -42.6% | +33.9% | -76.5% | -52.2% |
| 1Y | -54.2% | +72.2% | -126.3% | -66.6% |
| 3Y | -57.1% | +60.2% | -117.4% | -69.2% |
| 5Y | -66.2% | +62.9% | -129.2% | -76.7% |
| 10Y | +328.3% | +178.8% | +149.5% | +96.4% |
| All | +664.8% | +185.0% | +479.7% | +230.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling