+695.7%
ONTO vs HUBB
+275.9%
+419.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.1% |
| 7D | +9.7% | +4.8% | +4.8% | +4.8% |
| 30D | -8.8% | -9.3% | +0.5% | +0.3% |
| 3M | +4.5% | -3.9% | +8.4% | +10.5% |
| 6M | +56.4% | -0.8% | +57.3% | +61.7% |
| YTD | +78.1% | +5.6% | +72.5% | +75.2% |
| 1Y | +171.3% | +7.7% | +163.5% | +161.8% |
| 3Y | +118.7% | +47.5% | +71.2% | +64.7% |
| 5Y | +269.4% | +153.7% | +115.7% | +72.6% |
| All | +695.7% | +275.9% | +419.8% | +167.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling