+92.4%
ROIV vs HUBB
-4.0%
+96.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.5% | +6.5% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | +6.8% | -8.8% | +15.7% | +8.9% |
| 3M | +10.5% | -12.5% | +23.0% | +13.6% |
| 6M | +34.8% | -14.5% | +49.3% | +38.6% |
| YTD | +76.2% | -0.4% | +76.6% | +68.5% |
| 1Y | +92.4% | -3.4% | +95.8% | +85.3% |
| All | +92.4% | -4.0% | +96.4% | +85.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling