+215.7%
RSP vs HUBB
+396.5%
-180.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.3% |
| 7D | -0.3% | +1.2% | -1.5% | -0.8% |
| 30D | +4.4% | -6.4% | +10.9% | +7.1% |
| 3M | +1.3% | -14.4% | +15.7% | +7.6% |
| 6M | +10.0% | -9.0% | +19.0% | +12.7% |
| YTD | +17.6% | +0.7% | +16.9% | +13.9% |
| 1Y | +19.2% | -0.3% | +19.5% | +15.8% |
| 3Y | +66.0% | +59.2% | +6.8% | +22.8% |
| 5Y | +50.4% | +130.2% | -79.8% | -11.8% |
| 10Y | +215.7% | +391.8% | -176.1% | +22.0% |
| All | +215.7% | +396.5% | -180.8% | +22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling