-41.4%
OPEN vs HUBB
+57.0%
-98.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | -15.0% | +1.8% | -16.8% | -15.9% |
| 30D | -40.2% | -7.7% | -32.5% | -37.4% |
| 3M | -67.4% | -13.6% | -53.8% | -64.2% |
| 6M | -74.0% | -9.1% | -64.9% | -73.2% |
| YTD | -79.6% | -0.7% | -78.9% | -81.0% |
| 1Y | -86.1% | +1.1% | -87.2% | -87.3% |
| 3Y | -41.4% | +56.2% | -97.6% | -63.7% |
| All | -41.4% | +57.0% | -98.4% | -63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling