+130.2%
HUBB vs RCAT
+68.2%
+62.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +1.2% |
| 7D | +1.2% | +7.2% | -6.1% | +0.7% |
| 30D | -6.4% | -20.4% | +14.0% | -5.6% |
| 3M | -14.4% | -59.8% | +45.4% | -10.9% |
| 6M | -9.0% | -61.9% | +52.9% | -5.7% |
| YTD | +0.7% | -45.9% | +46.6% | +1.4% |
| 1Y | -0.3% | -50.5% | +50.2% | +0.5% |
| 3Y | +59.2% | +387.5% | -328.3% | +46.1% |
| 5Y | +130.2% | +70.9% | +59.3% | +119.5% |
| All | +130.2% | +68.2% | +62.0% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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