+205.8%
RSP vs HUBS
+323.9%
-118.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -1.9% | -9.0% | +7.1% | -0.4% |
| 30D | -2.8% | +7.2% | -10.0% | -4.3% |
| 3M | +2.8% | +20.9% | -18.0% | -2.0% |
| 6M | +10.2% | -13.0% | +23.2% | +9.4% |
| YTD | +13.1% | -43.8% | +56.9% | +20.6% |
| 1Y | +14.8% | -54.6% | +69.4% | +26.8% |
| 3Y | +52.6% | -58.5% | +111.1% | +66.7% |
| 5Y | +51.6% | -66.4% | +118.0% | +61.4% |
| All | +205.8% | +323.9% | -118.0% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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