+642.7%
HUBS vs RMD
+404.4%
+238.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -12.4% | -4.2% | -8.2% | -10.7% |
| 30D | +1.4% | -2.1% | +3.4% | +2.4% |
| 3M | +16.0% | +13.8% | +2.2% | +10.1% |
| 6M | -17.0% | -10.6% | -6.4% | -13.5% |
| YTD | -44.3% | -8.1% | -36.2% | -43.0% |
| 1Y | -54.3% | -18.0% | -36.3% | -51.0% |
| 3Y | -58.4% | +52.9% | -111.2% | -68.5% |
| 5Y | -66.7% | -22.3% | -44.4% | -65.3% |
| 10Y | +315.9% | +274.8% | +41.1% | +117.3% |
| All | +642.7% | +404.4% | +238.3% | +277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling