+308.1%
HUBS vs IBN
+324.2%
-16.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | 0.0% |
| 7D | -9.0% | -3.0% | -6.0% | -7.8% |
| 30D | +7.2% | -1.5% | +8.7% | +7.7% |
| 3M | +20.9% | +7.9% | +12.9% | +17.1% |
| 6M | -13.0% | +8.6% | -21.7% | -16.4% |
| YTD | -43.8% | -0.6% | -43.3% | -44.2% |
| 1Y | -54.6% | -7.3% | -47.3% | -53.7% |
| 3Y | -58.5% | +26.2% | -84.7% | -63.4% |
| 5Y | -66.4% | +57.8% | -124.2% | -72.8% |
| All | +308.1% | +324.2% | -16.1% | +129.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling