+137.6%
ONTO vs HUBB
+126.8%
+10.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.2% |
| 7D | +34.4% | +4.6% | +29.8% | +29.0% |
| 30D | -20.4% | -8.4% | -12.1% | -12.0% |
| 3M | -37.8% | -14.3% | -23.5% | -26.0% |
| 6M | -24.6% | -9.3% | -15.2% | -13.5% |
| YTD | +32.8% | -0.5% | +33.3% | +40.6% |
| 1Y | +54.7% | -2.1% | +56.9% | +66.0% |
| 3Y | +54.7% | +57.2% | -2.5% | +13.3% |
| All | +137.6% | +126.8% | +10.7% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling