+49.5%
RMD vs HUBB
+44.4%
+5.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -4.7% | +1.1% | -5.8% | -4.9% |
| 30D | +0.2% | -9.6% | +9.9% | +2.0% |
| 3M | +12.0% | -6.2% | +18.2% | +12.6% |
| 6M | -12.5% | -6.2% | -6.4% | -12.4% |
| YTD | -7.9% | +3.4% | -11.3% | -10.2% |
| 1Y | -20.4% | +5.3% | -25.7% | -23.0% |
| All | +49.5% | +44.4% | +5.1% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling