+153.7%
HUBB vs IBB
+20.0%
+133.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.9% |
| 7D | +4.8% | -1.7% | +6.5% | +5.7% |
| 30D | -9.3% | +4.9% | -14.2% | -11.7% |
| 3M | -3.9% | +24.2% | -28.1% | -14.3% |
| 6M | -0.8% | +23.8% | -24.7% | -11.8% |
| YTD | +5.6% | +23.0% | -17.4% | -5.8% |
| 1Y | +7.7% | +46.2% | -38.4% | -12.3% |
| 3Y | +47.5% | +64.8% | -17.4% | +12.1% |
| 5Y | +153.7% | +20.9% | +132.8% | +95.8% |
| All | +153.7% | +20.0% | +133.7% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling