+43.7%
HUBS vs ONTO
+696.1%
-652.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -0.6% |
| 7D | -9.0% | +4.9% | -13.9% | -10.4% |
| 30D | +7.2% | -16.6% | +23.9% | +12.0% |
| 3M | +20.9% | -7.3% | +28.2% | +15.9% |
| 6M | -13.0% | +45.9% | -59.0% | -32.9% |
| YTD | -43.8% | +78.2% | -122.0% | -61.1% |
| 1Y | -54.6% | +159.8% | -214.5% | -73.8% |
| 3Y | -58.5% | +123.4% | -181.9% | -79.1% |
| 5Y | -66.4% | +265.8% | -332.2% | -87.5% |
| All | +43.7% | +696.1% | -652.4% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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