+258.2%
RSP vs HUBS
+629.7%
-371.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.6% |
| 7D | -0.4% | -4.3% | +3.9% | +0.3% |
| 30D | -1.5% | +14.2% | -15.8% | -4.0% |
| 3M | +4.8% | +15.5% | -10.7% | +0.9% |
| 6M | +10.3% | -18.9% | +29.2% | +10.9% |
| YTD | +14.1% | -40.1% | +54.2% | +20.0% |
| 1Y | +17.0% | -51.8% | +68.8% | +27.2% |
| 3Y | +54.2% | -55.2% | +109.4% | +65.6% |
| 5Y | +51.5% | -64.7% | +116.2% | +59.5% |
| 10Y | +204.4% | +327.0% | -122.6% | +90.4% |
| All | +258.2% | +629.7% | -371.5% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling