+390.5%
ONTO vs HUBB
+247.4%
+143.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.5% | +8.5% | +8.7% |
| 7D | -14.0% | +1.7% | -15.7% | -14.7% |
| 30D | -43.1% | -9.7% | -33.4% | -36.8% |
| 3M | -35.5% | -15.2% | -20.4% | -23.4% |
| 6M | -41.1% | -14.0% | -27.1% | -29.8% |
| YTD | +9.8% | -2.4% | +12.2% | +17.8% |
| 1Y | +31.5% | -5.8% | +37.3% | +45.4% |
| 3Y | +45.2% | +60.4% | -15.2% | +5.1% |
| 5Y | +86.7% | +125.4% | -38.7% | -1.8% |
| All | +390.5% | +247.4% | +143.1% | +80.0% |
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