-58.5%
HUBS vs RGEN
+2.2%
-60.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -9.0% | -1.4% | -7.6% | -8.6% |
| 30D | +7.2% | -0.3% | +7.6% | +7.3% |
| 3M | +20.9% | +23.9% | -3.0% | +13.6% |
| 6M | -13.0% | +38.5% | -51.6% | -21.1% |
| YTD | -43.8% | +0.8% | -44.7% | -44.6% |
| 1Y | -54.6% | +38.2% | -92.9% | -59.3% |
| 3Y | -58.5% | +1.3% | -59.8% | -57.9% |
| All | -58.5% | +2.2% | -60.6% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling