+2,847.5%
HUBB vs RCAT
-100.0%
+2,947.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.1% |
| 7D | +0.5% | -1.4% | +2.0% | +0.5% |
| 30D | -10.0% | -3.3% | -6.7% | -10.0% |
| 3M | -4.8% | -43.2% | +38.5% | -4.7% |
| 6M | -5.6% | -43.2% | +37.6% | -5.5% |
| YTD | +4.7% | +5.5% | -0.9% | +4.6% |
| 1Y | +6.7% | -1.6% | +8.3% | +6.6% |
| 3Y | +45.8% | +773.7% | -727.9% | +45.3% |
| 5Y | +145.9% | +187.6% | -41.7% | +145.2% |
| 10Y | +418.6% | -98.5% | +517.0% | +418.3% |
| All | +2,847.5% | -100.0% | +2,947.5% | +2,580.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling