+6,118.4%
RIO vs HUBB
+136,608.0%
-130,489.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.5% |
| 7D | +1.9% | +4.8% | -2.9% | +1.9% |
| 30D | +5.0% | -9.3% | +14.3% | +5.1% |
| 3M | +5.1% | -3.9% | +9.0% | +5.2% |
| 6M | +17.6% | -0.8% | +18.5% | +17.6% |
| YTD | +36.3% | +5.6% | +30.7% | +36.1% |
| 1Y | +71.2% | +7.7% | +63.4% | +70.9% |
| 3Y | +102.7% | +47.5% | +55.2% | +101.1% |
| 5Y | +99.6% | +153.7% | -54.1% | +96.2% |
| 10Y | +603.1% | +433.0% | +170.1% | +583.7% |
| All | +6,118.4% | +136,608.0% | -130,489.6% | +6,863.5% |
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