+153.7%
HUBB vs RACE
+92.4%
+61.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | +4.8% | -1.0% | +5.9% | +5.1% |
| 30D | -9.3% | -1.5% | -7.8% | -9.0% |
| 3M | -3.9% | +15.5% | -19.3% | -8.3% |
| 6M | -0.8% | +17.3% | -18.1% | -6.3% |
| YTD | +5.6% | +11.1% | -5.5% | +1.1% |
| 1Y | +7.7% | -14.3% | +22.0% | +11.7% |
| 3Y | +47.5% | +40.2% | +7.3% | +22.5% |
| 5Y | +153.7% | +92.6% | +61.1% | +82.2% |
| All | +153.7% | +92.4% | +61.2% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling