+155.6%
HUBB vs RGEN
-44.1%
+199.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | +1.1% | -4.6% | +5.6% | +1.9% |
| 30D | -9.6% | +1.2% | -10.8% | -9.9% |
| 3M | -6.2% | +26.8% | -33.0% | -10.4% |
| 6M | -6.2% | +29.1% | -35.2% | -11.2% |
| YTD | +3.4% | +0.7% | +2.6% | +2.2% |
| 1Y | +5.3% | +39.1% | -33.7% | -2.3% |
| 3Y | +44.4% | +2.2% | +42.1% | +37.7% |
| All | +155.6% | -44.1% | +199.7% | +142.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling