+25.7%
RDW vs HUBB
+5.5%
+20.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -3.7% |
| 7D | +0.9% | -0.1% | +0.9% | +1.0% |
| 30D | -21.3% | -10.0% | -11.3% | -14.2% |
| 3M | -37.9% | -1.6% | -36.3% | -37.8% |
| 6M | +12.3% | -3.1% | +15.3% | +6.2% |
| YTD | +39.7% | +4.6% | +35.2% | +22.1% |
| 1Y | +25.7% | +3.3% | +22.3% | +0.1% |
| All | +25.7% | +5.5% | +20.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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