-54.1%
HUBS vs RIO
+29.3%
-83.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.6% | -7.8% | -2.9% |
| 7D | -13.0% | -1.6% | -11.4% | -13.5% |
| 30D | -1.8% | -11.6% | +9.8% | -5.7% |
| 3M | -13.0% | -12.7% | -0.2% | -16.6% |
| 6M | -12.4% | -12.4% | -0.1% | -14.8% |
| YTD | -46.0% | +11.0% | -57.0% | -48.6% |
| 1Y | -54.1% | +30.8% | -84.9% | -57.5% |
| All | -54.1% | +29.3% | -83.4% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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