+56.9%
ON vs HUBB
+148.7%
-91.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.7% |
| 7D | -1.9% | +1.1% | -3.0% | -2.9% |
| 30D | -11.0% | -9.6% | -1.4% | -3.1% |
| 3M | -39.3% | -6.2% | -33.1% | -35.3% |
| 6M | +19.8% | -6.2% | +26.0% | +27.4% |
| YTD | +31.1% | +3.4% | +27.7% | +28.0% |
| 1Y | +46.0% | +5.3% | +40.7% | +39.6% |
| 3Y | -27.5% | +44.4% | -71.9% | -49.2% |
| 5Y | +56.9% | +152.4% | -95.5% | -39.5% |
| All | +56.9% | +148.7% | -91.8% | -39.5% |
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