+46.6%
HUBB vs RRX
+5.4%
+41.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +0.4% |
| 7D | -0.1% | -0.3% | +0.3% | +0.1% |
| 30D | -10.0% | -6.1% | -3.8% | -7.8% |
| 3M | -1.6% | -23.1% | +21.5% | +7.4% |
| 6M | -3.1% | -19.5% | +16.4% | +2.3% |
| YTD | +4.6% | +16.1% | -11.5% | -6.1% |
| 1Y | +3.3% | +12.9% | -9.6% | -6.7% |
| 3Y | +46.6% | +7.9% | +38.6% | +44.7% |
| All | +46.6% | +5.4% | +41.2% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling