-70.8%
OPEN vs HUBB
+301.7%
-372.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | -4.3% | +0.5% | -4.8% | -4.6% |
| 30D | -16.2% | -10.0% | -6.2% | -9.1% |
| 3M | -36.4% | -4.8% | -31.6% | -35.3% |
| 6M | -35.5% | -5.6% | -29.9% | -35.2% |
| YTD | -46.0% | +4.7% | -50.6% | -50.4% |
| 1Y | -47.1% | +6.7% | -53.8% | -52.0% |
| 3Y | -19.0% | +45.8% | -64.8% | -44.4% |
| 5Y | -83.6% | +145.9% | -229.5% | -92.5% |
| All | -70.8% | +301.7% | -372.5% | -88.7% |
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 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