-34.7%
ROL vs HUBB
-4.0%
-30.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.2% | +2.6% |
| 7D | +14.6% | +0.2% | +14.4% | +14.5% |
| 30D | +29.3% | -8.8% | +38.1% | +28.5% |
| 3M | +2.0% | -12.5% | +14.5% | +1.2% |
| 6M | -28.5% | -14.5% | -14.0% | -28.9% |
| YTD | -35.3% | -0.4% | -34.9% | -36.7% |
| 1Y | -34.7% | -3.4% | -31.2% | -35.7% |
| All | -34.7% | -4.0% | -30.7% | -35.7% |
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