+9,602.3%
ROL vs HUBB
+144,965.7%
-135,363.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.4% |
| 7D | -1.7% | +4.6% | -6.3% | -1.7% |
| 30D | +18.5% | -8.4% | +26.9% | +18.6% |
| 3M | +4.3% | -14.3% | +18.7% | +4.5% |
| 6M | -27.7% | -9.3% | -18.4% | -27.7% |
| YTD | -35.8% | -0.5% | -35.3% | -35.8% |
| 1Y | -34.1% | -2.1% | -32.0% | -34.1% |
| 3Y | +2.9% | +57.2% | -54.3% | +2.4% |
| 5Y | +12.7% | +127.1% | -114.4% | +11.8% |
| 10Y | +212.6% | +385.7% | -173.1% | +208.3% |
| All | +9,602.3% | +144,965.7% | -135,363.3% | +9,300.4% |
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