+61.0%
HUBB vs RACE
+26.8%
+34.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.7% |
| 7D | +1.8% | +3.9% | -2.1% | +1.0% |
| 30D | -6.9% | +7.4% | -14.3% | -8.3% |
| 3M | -13.8% | +1.6% | -15.4% | -14.2% |
| 6M | -9.8% | +23.3% | -33.1% | -14.2% |
| YTD | +0.3% | +14.7% | -14.4% | -3.4% |
| 1Y | -3.3% | +2.5% | -5.9% | -4.2% |
| 3Y | +61.0% | +28.0% | +33.1% | +45.9% |
| All | +61.0% | +26.8% | +34.2% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling