+2.0%
RDW vs HUBB
+204.2%
-202.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -3.6% |
| 7D | +0.9% | -0.1% | +0.9% | +0.9% |
| 30D | -21.3% | -10.0% | -11.3% | -14.7% |
| 3M | -37.9% | -1.6% | -36.3% | -37.4% |
| 6M | +12.3% | -3.1% | +15.3% | +12.1% |
| YTD | +39.7% | +4.6% | +35.2% | +33.1% |
| 1Y | +25.7% | +3.3% | +22.3% | +21.0% |
| 3Y | +230.8% | +46.6% | +184.3% | +165.3% |
| 5Y | -8.8% | +158.7% | -167.4% | -44.3% |
| All | +2.0% | +204.2% | -202.2% | -41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling