+561.4%
HUBB vs RACE
+647.6%
-86.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | +0.5% | -2.5% | +3.1% | +1.4% |
| 30D | -10.0% | +0.8% | -10.8% | -10.3% |
| 3M | -4.8% | +17.2% | -21.9% | -10.3% |
| 6M | -5.6% | +13.6% | -19.1% | -10.6% |
| YTD | +4.7% | +12.2% | -7.6% | -1.0% |
| 1Y | +6.7% | -16.3% | +22.9% | +11.3% |
| 3Y | +45.8% | +36.4% | +9.3% | +22.8% |
| 5Y | +145.9% | +95.0% | +51.0% | +76.5% |
| 10Y | +418.6% | +813.2% | -394.7% | +144.9% |
| All | +561.4% | +647.6% | -86.2% | +203.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling