+437.0%
HUBB vs RACE
+783.2%
-346.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | +1.1% | -2.6% | +3.7% | +2.1% |
| 30D | -9.6% | -1.1% | -8.5% | -9.3% |
| 3M | -6.2% | +12.5% | -18.7% | -10.7% |
| 6M | -6.2% | +17.4% | -23.6% | -12.7% |
| YTD | +3.4% | +10.1% | -6.8% | -2.0% |
| 1Y | +5.3% | -15.1% | +20.5% | +9.6% |
| 3Y | +44.4% | +38.9% | +5.4% | +17.9% |
| 5Y | +152.4% | +90.7% | +61.7% | +74.9% |
| 10Y | +437.0% | +801.8% | -364.8% | +112.3% |
| All | +437.0% | +783.2% | -346.1% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling