-54.1%
HUBS vs RGEN
+19.5%
-73.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -13.0% | -3.5% | -9.5% | -12.4% |
| 30D | -1.8% | -6.0% | +4.2% | -0.6% |
| 3M | -13.0% | +19.0% | -31.9% | -17.6% |
| 6M | -12.4% | +50.7% | -63.2% | -22.6% |
| YTD | -46.0% | +8.8% | -54.8% | -46.7% |
| 1Y | -54.1% | +21.3% | -75.4% | -56.8% |
| All | -54.1% | +19.5% | -73.6% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling