-46.7%
HUBS vs RRX
+14.9%
-61.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -5.0% | +3.4% | -8.5% | -4.0% |
| 30D | -1.0% | -11.1% | +10.1% | -4.3% |
| 3M | +12.4% | -23.7% | +36.1% | +5.9% |
| 6M | -11.1% | -22.0% | +10.9% | -14.3% |
| YTD | -38.3% | +16.5% | -54.8% | -44.4% |
| 1Y | -46.7% | +11.5% | -58.2% | -51.3% |
| All | -46.7% | +14.9% | -61.6% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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