+1,142.9%
RSP vs HUBB
+2,301.5%
-1,158.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.4% |
| 7D | +0.7% | -2.6% | +3.3% | +1.9% |
| 30D | +3.7% | -7.7% | +11.3% | +7.3% |
| 3M | +0.7% | -13.0% | +13.7% | +6.9% |
| 6M | +9.0% | -10.6% | +19.6% | +13.1% |
| YTD | +16.7% | -0.6% | +17.2% | +13.4% |
| 1Y | +19.0% | -4.1% | +23.1% | +17.5% |
| 3Y | +64.7% | +57.2% | +7.6% | +20.7% |
| 5Y | +49.6% | +127.2% | -77.6% | -12.9% |
| 10Y | +213.2% | +386.2% | -173.0% | +15.6% |
| All | +1,142.9% | +2,301.5% | -1,158.5% | +89.5% |
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