-58.5%
HUBS vs IBN
+27.4%
-85.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.4% |
| 7D | -9.0% | -3.0% | -6.0% | -8.4% |
| 30D | +7.2% | -1.5% | +8.7% | +7.5% |
| 3M | +20.9% | +7.9% | +12.9% | +19.0% |
| 6M | -13.0% | +8.6% | -21.7% | -14.5% |
| YTD | -43.8% | -0.6% | -43.3% | -43.7% |
| 1Y | -54.6% | -7.3% | -47.3% | -53.8% |
| 3Y | -58.5% | +26.2% | -84.7% | -60.6% |
| All | -58.5% | +27.4% | -85.9% | -60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling