+588.9%
RVMD vs HUBB
+157.3%
+431.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.5% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -0.7% | -10.0% | +9.2% | +3.2% |
| 3M | +36.5% | -1.6% | +38.1% | +36.5% |
| 6M | +104.6% | -3.1% | +107.7% | +103.8% |
| YTD | +155.8% | +4.6% | +151.2% | +145.3% |
| 1Y | +340.7% | +3.3% | +337.3% | +322.7% |
| 3Y | +519.9% | +46.6% | +473.3% | +385.4% |
| All | +588.9% | +157.3% | +431.6% | +256.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling