+53.1%
RGTI vs HUBB
+158.8%
-105.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.1% |
| 7D | -0.1% | -1.7% | +1.6% | +1.4% |
| 30D | -16.2% | -12.7% | -3.5% | -6.0% |
| 3M | -22.0% | -2.9% | -19.1% | -20.2% |
| 6M | -10.8% | -4.8% | -6.0% | -9.0% |
| YTD | -31.6% | +2.8% | -34.3% | -34.7% |
| 1Y | -6.4% | +3.5% | -9.9% | -10.9% |
| 3Y | +665.7% | +43.5% | +622.1% | +492.3% |
| 5Y | +55.6% | +154.2% | -98.5% | -0.4% |
| All | +53.1% | +158.8% | -105.7% | -2.1% |
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 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