+87.6%
ROIV vs HUBB
-2.3%
+89.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.2% |
| 7D | +9.2% | +4.6% | +4.6% | +8.2% |
| 30D | +19.9% | -8.4% | +28.3% | +22.0% |
| 3M | +10.6% | -14.3% | +24.9% | +14.3% |
| 6M | +36.1% | -9.3% | +45.4% | +37.6% |
| YTD | +84.3% | -0.5% | +84.8% | +76.1% |
| 1Y | +87.6% | -2.1% | +89.7% | +79.2% |
| All | +87.6% | -2.3% | +89.9% | +79.2% |
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