+238.0%
ONTO vs HUBB
+147.2%
+90.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.0% |
| 7D | -1.0% | +0.5% | -1.6% | -1.6% |
| 30D | -2.9% | -10.0% | +7.1% | +8.6% |
| 3M | -2.5% | -4.8% | +2.3% | +4.6% |
| 6M | +28.2% | -5.6% | +33.8% | +39.1% |
| YTD | +69.8% | +4.7% | +65.1% | +68.0% |
| 1Y | +162.9% | +6.7% | +156.2% | +155.1% |
| 3Y | +95.9% | +45.8% | +50.2% | +47.3% |
| All | +238.0% | +147.2% | +90.8% | +46.3% |
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