+9,030.3%
ROL vs HUBB
+152,497.5%
-143,467.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.4% | +0.5% | -2.0% | -1.4% |
| 30D | -4.1% | -10.0% | +5.9% | -4.0% |
| 3M | -22.5% | -4.8% | -17.7% | -22.5% |
| 6M | -37.7% | -5.6% | -32.1% | -37.6% |
| YTD | -39.6% | +4.7% | -44.2% | -39.6% |
| 1Y | -36.0% | +6.7% | -42.7% | -36.1% |
| 3Y | -5.1% | +45.8% | -50.9% | -5.5% |
| 5Y | -3.4% | +145.9% | -149.3% | -4.2% |
| 10Y | +215.2% | +418.6% | -203.3% | +210.8% |
| All | +9,030.3% | +152,497.5% | -143,467.2% | +8,743.3% |
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 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