-66.4%
HUBS vs RMD
-23.0%
-43.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | -9.0% | -4.4% | -4.6% | -7.1% |
| 30D | +7.2% | -3.1% | +10.4% | +8.9% |
| 3M | +20.9% | +13.8% | +7.1% | +14.7% |
| 6M | -13.0% | -8.6% | -4.5% | -10.0% |
| YTD | -43.8% | -8.6% | -35.2% | -42.3% |
| 1Y | -54.6% | -19.7% | -35.0% | -50.6% |
| 3Y | -58.5% | +48.4% | -106.8% | -70.8% |
| All | -66.4% | -23.0% | -43.3% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling