+437.9%
HUBB vs RRX
+228.4%
+209.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | 0.0% |
| 7D | -0.1% | -0.3% | +0.3% | +0.1% |
| 30D | -10.0% | -6.1% | -3.8% | -7.1% |
| 3M | -1.6% | -23.1% | +21.5% | +10.0% |
| 6M | -3.1% | -19.5% | +16.4% | +3.8% |
| YTD | +4.6% | +16.1% | -11.5% | -8.8% |
| 1Y | +3.3% | +12.9% | -9.6% | -9.3% |
| 3Y | +46.6% | +7.9% | +38.6% | +24.1% |
| 5Y | +158.7% | +19.1% | +139.6% | +97.1% |
| All | +437.9% | +228.4% | +209.5% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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