+46.7%
HUBS vs ONTO
+688.0%
-641.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.0% |
| 7D | -6.2% | +9.4% | -15.6% | -8.9% |
| 30D | +6.6% | -4.4% | +11.1% | +6.6% |
| 3M | +16.4% | +1.6% | +14.8% | +7.5% |
| 6M | -19.7% | +45.3% | -65.0% | -38.0% |
| YTD | -42.6% | +76.4% | -119.0% | -60.1% |
| 1Y | -54.2% | +167.2% | -221.3% | -73.9% |
| 3Y | -57.1% | +116.6% | -173.7% | -78.2% |
| 5Y | -66.2% | +263.7% | -330.0% | -87.4% |
| All | +46.7% | +688.0% | -641.3% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling