+308.1%
HUBS vs RCAT
-98.5%
+406.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | -9.0% | -4.9% | -4.1% | -8.9% |
| 30D | +7.2% | -22.9% | +30.1% | +7.6% |
| 3M | +20.9% | -33.7% | +54.6% | +21.4% |
| 6M | -13.0% | -50.7% | +37.7% | -12.5% |
| YTD | -43.8% | +0.4% | -44.2% | -44.2% |
| 1Y | -54.6% | -27.6% | -27.0% | -54.8% |
| 3Y | -58.5% | +753.2% | -811.6% | -60.4% |
| 5Y | -66.4% | +183.3% | -249.7% | -67.8% |
| All | +308.1% | -98.5% | +406.7% | +234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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