-66.7%
HUBS vs IBB
+17.1%
-83.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -1.5% |
| 7D | -12.4% | -5.2% | -7.2% | -7.5% |
| 30D | +1.4% | +1.5% | -0.1% | -0.7% |
| 3M | +16.0% | +22.1% | -6.2% | -6.9% |
| 6M | -17.0% | +17.7% | -34.7% | -31.9% |
| YTD | -44.3% | +20.2% | -64.5% | -55.7% |
| 1Y | -54.3% | +44.4% | -98.7% | -71.2% |
| 3Y | -58.4% | +61.1% | -119.5% | -78.5% |
| 5Y | -66.7% | +18.5% | -85.2% | -72.9% |
| All | -66.7% | +17.1% | -83.8% | -72.9% |
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