-58.5%
HUBS vs RRX
+5.4%
-63.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.5% |
| 7D | -9.0% | -0.3% | -8.6% | -9.0% |
| 30D | +7.2% | -6.1% | +13.4% | +7.7% |
| 3M | +20.9% | -23.1% | +43.9% | +22.6% |
| 6M | -13.0% | -19.5% | +6.5% | -14.0% |
| YTD | -43.8% | +16.1% | -59.9% | -51.6% |
| 1Y | -54.6% | +12.9% | -67.6% | -60.7% |
| 3Y | -58.5% | +7.9% | -66.4% | -63.4% |
| All | -58.5% | +5.4% | -63.8% | -63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling