+50.0%
ONTO vs HUBB
+57.0%
-7.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.6% |
| 7D | +17.5% | +1.8% | +15.8% | +15.5% |
| 30D | -15.7% | -7.7% | -8.0% | -6.2% |
| 3M | -39.7% | -13.6% | -26.2% | -27.2% |
| 6M | -26.5% | -9.1% | -17.4% | -14.5% |
| YTD | +29.0% | -0.7% | +29.7% | +36.6% |
| 1Y | +57.0% | +1.1% | +55.9% | +62.4% |
| 3Y | +50.0% | +56.2% | -6.2% | +3.2% |
| All | +50.0% | +57.0% | -7.0% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling