+658.6%
ONTO vs HUBB
+272.7%
+385.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.8% |
| 3M | -2.5% | -4.8% | +2.3% | +4.2% |
| 6M | +28.2% | -5.6% | +33.8% | +38.7% |
| YTD | +69.8% | +4.7% | +65.1% | +68.4% |
| 1Y | +162.9% | +6.7% | +156.2% | +156.0% |
| 3Y | +95.9% | +45.8% | +50.2% | +48.8% |
| 5Y | +244.5% | +145.9% | +98.6% | +65.1% |
| All | +658.6% | +272.7% | +385.9% | +157.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling