+428.6%
HUBB vs RRC
+6.5%
+422.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | -12.7% | +3.0% | -15.6% | -13.0% |
| 3M | -2.9% | +7.3% | -10.2% | -4.1% |
| 6M | -4.8% | +3.6% | -8.4% | -5.7% |
| YTD | +2.8% | +19.4% | -16.6% | -0.3% |
| 1Y | +3.5% | +21.4% | -17.9% | -0.2% |
| 3Y | +43.5% | +32.8% | +10.8% | +35.7% |
| 5Y | +154.2% | +152.0% | +2.2% | +114.4% |
| All | +428.6% | +6.5% | +422.1% | +301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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