+51.2%
RSP vs HUBS
-66.4%
+117.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -1.9% | -9.0% | +7.1% | -0.7% |
| 30D | -2.8% | +7.2% | -10.0% | -4.0% |
| 3M | +2.8% | +20.9% | -18.0% | -1.0% |
| 6M | +10.2% | -13.0% | +23.2% | +9.7% |
| YTD | +13.1% | -43.8% | +56.9% | +20.0% |
| 1Y | +14.8% | -54.6% | +69.4% | +25.6% |
| 3Y | +52.6% | -58.5% | +111.1% | +65.5% |
| All | +51.2% | -66.4% | +117.6% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling