-46.7%
HUBS vs IAU
+24.6%
-71.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.2% |
| 7D | -5.0% | -0.5% | -4.5% | -5.2% |
| 30D | -1.0% | +4.4% | -5.5% | +0.2% |
| 3M | +12.4% | -1.1% | +13.4% | +12.4% |
| 6M | -11.1% | -13.7% | +2.6% | -13.5% |
| YTD | -38.3% | +2.7% | -41.0% | -39.6% |
| 1Y | -46.7% | +24.6% | -71.3% | -53.7% |
| All | -46.7% | +24.6% | -71.2% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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