-58.5%
HUBS vs RMD
+49.9%
-108.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -9.0% | -4.4% | -4.6% | -8.0% |
| 30D | +7.2% | -3.1% | +10.4% | +8.1% |
| 3M | +20.9% | +13.8% | +7.1% | +18.3% |
| 6M | -13.0% | -8.6% | -4.5% | -11.5% |
| YTD | -43.8% | -8.6% | -35.2% | -43.1% |
| 1Y | -54.6% | -19.7% | -35.0% | -52.7% |
| 3Y | -58.5% | +48.4% | -106.8% | -63.5% |
| All | -58.5% | +49.9% | -108.3% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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