+420.6%
HUBS vs RACE
+647.6%
-227.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -1.7% |
| 7D | -5.0% | -2.5% | -2.5% | -3.4% |
| 30D | -1.0% | +0.8% | -1.8% | -1.5% |
| 3M | +12.4% | +17.2% | -4.8% | +1.2% |
| 6M | -11.1% | +13.6% | -24.7% | -19.5% |
| YTD | -38.3% | +12.2% | -50.5% | -44.3% |
| 1Y | -46.7% | -16.3% | -30.4% | -42.7% |
| 3Y | -55.1% | +36.4% | -91.6% | -68.5% |
| 5Y | -64.8% | +95.0% | -159.8% | -80.7% |
| 10Y | +334.3% | +813.2% | -478.9% | +4.8% |
| All | +420.6% | +647.6% | -227.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 all: compounded portfolio wealth divided by compounded RACE 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…
all analysis · Full analysis span regression · 6 months rolling