+738.4%
ON vs HUBS
+578.5%
+159.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.7% | -0.1% |
| 7D | -4.7% | -12.4% | +7.6% | -0.3% |
| 30D | -13.5% | +1.4% | -14.9% | -15.2% |
| 3M | -36.3% | +16.0% | -52.3% | -43.5% |
| 6M | +17.8% | -17.0% | +34.7% | +12.7% |
| YTD | +29.6% | -44.3% | +73.9% | +42.3% |
| 1Y | +45.8% | -54.3% | +100.1% | +72.2% |
| 3Y | -28.3% | -58.4% | +30.0% | -15.4% |
| 5Y | +49.6% | -66.7% | +116.3% | +75.3% |
| 10Y | +583.9% | +315.9% | +268.0% | +170.4% |
| All | +738.4% | +578.5% | +159.9% | +178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling