+328.3%
HUBS vs IP
+15.7%
+312.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.1% | +0.8% | -2.5% |
| 7D | -6.2% | -4.6% | -1.7% | -4.7% |
| 30D | +6.6% | -15.3% | +21.9% | +12.8% |
| 3M | +16.4% | +2.7% | +13.8% | +14.8% |
| 6M | -19.7% | -7.4% | -12.4% | -19.0% |
| YTD | -42.6% | -8.8% | -33.8% | -42.4% |
| 1Y | -54.2% | -22.4% | -31.7% | -51.4% |
| 3Y | -57.1% | +14.2% | -71.4% | -62.8% |
| 5Y | -66.2% | -21.8% | -44.4% | -66.0% |
| 10Y | +328.3% | +18.3% | +310.0% | +223.0% |
| All | +328.3% | +15.7% | +312.5% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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