+210.2%
ROIV vs HUBB
+5.9%
+204.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.3% |
| 7D | +22.3% | +1.1% | +21.2% | +22.1% |
| 30D | +16.9% | -9.6% | +26.5% | +19.5% |
| 3M | +43.9% | -6.2% | +50.1% | +45.0% |
| 6M | +41.6% | -6.2% | +47.7% | +40.7% |
| YTD | +92.7% | +3.4% | +89.3% | +87.4% |
| 1Y | +210.2% | +5.3% | +204.8% | +203.7% |
| All | +210.2% | +5.9% | +204.3% | +203.7% |
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 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