-83.6%
OPEN vs HUBB
+154.5%
-238.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.3% |
| 7D | +1.0% | +4.8% | -3.8% | -3.1% |
| 30D | -11.9% | -9.3% | -2.6% | -4.4% |
| 3M | -28.8% | -3.9% | -24.9% | -28.2% |
| 6M | -38.6% | -0.8% | -37.8% | -41.3% |
| YTD | -47.3% | +5.6% | -52.9% | -52.8% |
| 1Y | -49.2% | +7.7% | -56.9% | -55.0% |
| 3Y | -18.8% | +47.5% | -66.2% | -49.4% |
| 5Y | -83.6% | +153.7% | -237.3% | -94.5% |
| All | -83.6% | +154.5% | -238.1% | -94.5% |
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