+437.9%
HUBB vs RGEN
+415.7%
+22.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -0.1% | -1.4% | +1.4% | +0.2% |
| 30D | -10.0% | -0.3% | -9.6% | -10.0% |
| 3M | -1.6% | +23.9% | -25.5% | -5.7% |
| 6M | -3.1% | +38.5% | -41.6% | -9.5% |
| YTD | +4.6% | +0.8% | +3.8% | +3.2% |
| 1Y | +3.3% | +38.2% | -34.9% | -4.0% |
| 3Y | +46.6% | +1.3% | +45.3% | +39.4% |
| 5Y | +158.7% | -44.0% | +202.7% | +160.5% |
| All | +437.9% | +415.7% | +22.2% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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