+3,610.7%
HUBB vs IBN
+1,491.4%
+2,119.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.4% |
| 7D | +4.8% | -2.2% | +7.0% | +5.3% |
| 30D | -9.3% | -2.3% | -7.0% | -8.9% |
| 3M | -3.9% | +15.9% | -19.7% | -6.8% |
| 6M | -0.8% | +5.6% | -6.4% | -2.1% |
| YTD | +5.6% | -0.1% | +5.6% | +5.4% |
| 1Y | +7.7% | -6.5% | +14.3% | +8.8% |
| 3Y | +47.5% | +29.3% | +18.2% | +38.8% |
| 5Y | +153.7% | +56.6% | +97.1% | +128.5% |
| 10Y | +433.0% | +314.4% | +118.7% | +283.2% |
| All | +3,610.7% | +1,491.4% | +2,119.3% | +1,913.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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