+518.6%
RVMD vs HUBB
+43.6%
+475.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -3.6% | -1.7% | -1.9% | -3.1% |
| 30D | -1.1% | -12.7% | +11.6% | +2.7% |
| 3M | +41.0% | -2.9% | +44.0% | +41.6% |
| 6M | +105.7% | -4.8% | +110.5% | +106.0% |
| YTD | +155.3% | +2.8% | +152.5% | +148.5% |
| 1Y | +402.7% | +3.5% | +399.2% | +386.7% |
| All | +518.6% | +43.6% | +475.0% | +421.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling