+428.6%
HUBB vs RBA
+195.3%
+233.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -1.7% | -3.3% | +1.6% | -0.6% |
| 30D | -12.7% | -9.8% | -2.9% | -9.9% |
| 3M | -2.9% | -23.5% | +20.5% | +4.7% |
| 6M | -4.8% | -21.5% | +16.7% | +1.7% |
| YTD | +2.8% | -21.2% | +23.9% | +8.9% |
| 1Y | +3.5% | -30.2% | +33.7% | +14.2% |
| 3Y | +43.5% | +25.3% | +18.2% | +28.4% |
| 5Y | +154.2% | +35.1% | +119.1% | +113.9% |
| All | +428.6% | +195.3% | +233.3% | +194.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling