+44.8%
HUBB vs RVTY
+16.6%
+28.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.5% |
| 7D | +1.1% | -5.4% | +6.5% | +2.4% |
| 30D | -9.6% | +6.7% | -16.4% | -11.1% |
| 3M | -6.2% | +19.0% | -25.2% | -10.4% |
| 6M | -6.2% | +34.6% | -40.8% | -13.6% |
| YTD | +3.4% | +28.3% | -24.9% | -4.2% |
| 1Y | +5.3% | +46.0% | -40.7% | -6.3% |
| All | +44.8% | +16.6% | +28.3% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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