+356.8%
HUBS vs RACE
+649.8%
-293.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -0.2% |
| 7D | +8.3% | -1.2% | +9.5% | +9.0% |
| 30D | -4.0% | +6.1% | -10.1% | -7.8% |
| 3M | -9.7% | -0.3% | -9.4% | -10.1% |
| 6M | +21.4% | +23.4% | -2.1% | +4.6% |
| YTD | -45.9% | +12.5% | -58.4% | -51.5% |
| 1Y | -44.4% | -0.5% | -43.9% | -46.0% |
| 3Y | -49.7% | +23.6% | -73.3% | -62.0% |
| 5Y | -74.2% | +65.4% | -139.6% | -84.2% |
| 10Y | +275.5% | +715.5% | -440.0% | -5.1% |
| All | +356.8% | +649.8% | -293.0% | +4.1% |
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