+308.1%
HUBS vs RGEN
+415.7%
-107.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -9.0% | -1.4% | -7.6% | -8.4% |
| 30D | +7.2% | -0.3% | +7.6% | +7.3% |
| 3M | +20.9% | +23.9% | -3.0% | +8.8% |
| 6M | -13.0% | +38.5% | -51.6% | -26.5% |
| YTD | -43.8% | +0.8% | -44.7% | -45.5% |
| 1Y | -54.6% | +38.2% | -92.9% | -62.6% |
| 3Y | -58.5% | +1.3% | -59.8% | -64.3% |
| 5Y | -66.4% | -44.0% | -22.4% | -63.3% |
| All | +308.1% | +415.7% | -107.6% | +80.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling