+5.3%
HUBB vs RACE
-14.8%
+20.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | +1.1% | -2.6% | +3.7% | +1.3% |
| 30D | -9.6% | -1.1% | -8.5% | -9.5% |
| 3M | -6.2% | +12.5% | -18.7% | -7.1% |
| 6M | -6.2% | +17.4% | -23.6% | -7.5% |
| YTD | +3.4% | +10.1% | -6.8% | +2.2% |
| 1Y | +5.3% | -15.1% | +20.5% | +4.3% |
| All | +5.3% | -14.8% | +20.1% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling