-74.1%
OPEN vs HUBB
+294.5%
-368.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.2% |
| 7D | -10.5% | -1.7% | -8.9% | -9.3% |
| 30D | -21.8% | -12.7% | -9.1% | -13.1% |
| 3M | -37.5% | -2.9% | -34.6% | -37.3% |
| 6M | -44.1% | -4.8% | -39.3% | -44.3% |
| YTD | -52.0% | +2.8% | -54.7% | -55.3% |
| 1Y | -52.2% | +3.5% | -55.7% | -55.5% |
| 3Y | -25.9% | +43.5% | -69.5% | -48.5% |
| 5Y | -85.1% | +154.2% | -239.3% | -93.2% |
| All | -74.1% | +294.5% | -368.5% | -89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling