+4,845.0%
AON vs HUBB
+150,593.0%
-145,748.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -3.5% |
| 7D | -7.9% | +1.1% | -9.0% | -7.9% |
| 30D | -14.6% | -9.6% | -5.0% | -14.6% |
| 3M | -7.9% | -6.2% | -1.7% | -7.9% |
| 6M | -8.0% | -6.2% | -1.9% | -8.0% |
| YTD | -13.2% | +3.4% | -16.6% | -13.3% |
| 1Y | -16.4% | +5.3% | -21.8% | -16.5% |
| 3Y | -6.7% | +44.4% | -51.0% | -7.0% |
| 5Y | +8.0% | +152.4% | -144.3% | +7.1% |
| 10Y | +205.6% | +437.0% | -231.4% | +201.3% |
| All | +4,845.0% | +150,593.0% | -145,748.0% | +5,033.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling