-84.1%
RIVN vs HUBB
+138.2%
-222.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.3% |
| 7D | +1.8% | -0.1% | +1.9% | +1.9% |
| 30D | +0.6% | -10.0% | +10.6% | +7.5% |
| 3M | +3.2% | -1.6% | +4.7% | +2.9% |
| 6M | -3.7% | -3.1% | -0.6% | -3.6% |
| YTD | -18.7% | +4.6% | -23.3% | -23.3% |
| 1Y | +14.7% | +3.3% | +11.4% | +8.5% |
| 3Y | -31.5% | +46.6% | -78.1% | -54.2% |
| All | -84.1% | +138.2% | -222.3% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling