-58.5%
HUBS vs RIG
-31.7%
-26.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | -9.0% | -3.1% | -5.9% | -8.7% |
| 30D | +7.2% | -0.5% | +7.8% | +7.2% |
| 3M | +20.9% | -6.0% | +26.8% | +21.5% |
| 6M | -13.0% | -10.1% | -2.9% | -12.3% |
| YTD | -43.8% | +37.3% | -81.1% | -47.3% |
| 1Y | -54.6% | +73.9% | -128.6% | -59.4% |
| 3Y | -58.5% | -30.2% | -28.3% | -60.7% |
| All | -58.5% | -31.7% | -26.8% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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