-22.2%
ON vs HUBS
-58.2%
+36.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +8.4% |
| 7D | +2.4% | -9.0% | +11.4% | +3.3% |
| 30D | -8.6% | +7.2% | -15.9% | -9.6% |
| 3M | -34.3% | +20.9% | -55.2% | -37.5% |
| 6M | +28.5% | -13.0% | +41.6% | +28.3% |
| YTD | +40.6% | -43.8% | +84.5% | +63.3% |
| 1Y | +55.3% | -54.6% | +110.0% | +95.6% |
| 3Y | -22.2% | -58.5% | +36.3% | -6.7% |
| All | -22.2% | -58.2% | +36.0% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 3y: compounded portfolio wealth divided by compounded HUBS 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…
3y analysis · Full analysis span regression · 6 months rolling