+605.1%
RVMD vs HUBB
+249.0%
+356.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.6% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -0.7% | -10.0% | +9.2% | +3.7% |
| 3M | +36.5% | -1.6% | +38.1% | +36.5% |
| 6M | +104.6% | -3.1% | +107.7% | +104.0% |
| YTD | +155.8% | +4.6% | +151.2% | +144.7% |
| 1Y | +340.7% | +3.3% | +337.3% | +321.6% |
| 3Y | +519.9% | +46.6% | +473.3% | +380.2% |
| 5Y | +584.9% | +158.7% | +426.3% | +281.7% |
| All | +605.1% | +249.0% | +356.1% | +212.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling