-3.4%
HUBB vs RBA
-2.0%
-1.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.5% | -2.6% |
| 7D | +0.2% | +12.7% | -12.4% | -0.9% |
| 30D | -8.8% | +15.5% | -24.4% | -10.1% |
| 3M | -12.5% | -14.0% | +1.6% | -10.4% |
| 6M | -14.5% | -8.8% | -5.7% | -13.7% |
| YTD | -0.4% | -6.9% | +6.5% | -5.6% |
| 1Y | -3.4% | -3.0% | -0.5% | -10.5% |
| All | -3.4% | -2.0% | -1.5% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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