+6.7%
HUBB vs IOVA
+299.5%
-292.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | +0.5% | +9.7% | -9.2% | +0.4% |
| 30D | -10.0% | +102.5% | -112.5% | -11.4% |
| 3M | -4.8% | +100.7% | -105.4% | -6.3% |
| 6M | -5.6% | +106.3% | -111.9% | -7.5% |
| YTD | +4.7% | +222.0% | -217.3% | +1.8% |
| 1Y | +6.7% | +299.5% | -292.9% | +4.1% |
| All | +6.7% | +299.5% | -292.9% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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