+314.4%
RTX vs HUBS
+598.6%
-284.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.6% | -0.1% |
| 7D | -1.6% | -6.2% | +4.6% | -0.8% |
| 30D | -11.6% | +6.6% | -18.2% | -12.6% |
| 3M | +9.2% | +16.4% | -7.3% | +5.5% |
| 6M | -4.4% | -19.7% | +15.3% | -4.0% |
| YTD | +8.9% | -42.6% | +51.5% | +14.2% |
| 1Y | +32.1% | -54.2% | +86.3% | +42.8% |
| 3Y | +151.2% | -57.1% | +208.4% | +167.1% |
| 5Y | +162.9% | -66.2% | +229.1% | +174.7% |
| 10Y | +283.9% | +328.3% | -44.3% | +127.9% |
| All | +314.4% | +598.6% | -284.2% | +127.1% |
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 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