+196.1%
ON vs HUBB
+3,297.3%
-3,101.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.4% |
| 7D | +12.2% | +1.8% | +10.5% | +10.9% |
| 30D | -3.1% | -7.7% | +4.6% | +3.0% |
| 3M | -12.9% | -13.6% | +0.7% | -2.2% |
| 6M | -38.6% | -9.1% | -29.5% | -32.9% |
| YTD | +31.2% | -0.7% | +32.0% | +32.9% |
| 1Y | +47.6% | +1.1% | +46.6% | +47.2% |
| 3Y | +6.6% | +56.2% | -49.6% | -25.5% |
| 5Y | +21.3% | +126.6% | -105.4% | -36.8% |
| 10Y | +533.3% | +384.6% | +148.8% | +89.8% |
| All | +196.1% | +3,297.3% | -3,101.2% | -73.6% |
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