+242.3%
HUBS vs IP
+24.7%
+217.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.9% |
| 7D | -12.9% | 0.0% | -12.9% | -12.9% |
| 30D | -13.7% | +9.4% | -23.1% | -16.5% |
| 3M | -8.8% | -14.1% | +5.3% | -4.2% |
| 6M | -0.2% | +9.2% | -9.4% | -4.2% |
| YTD | -50.9% | -7.5% | -43.4% | -51.0% |
| 1Y | -49.0% | -2.8% | -46.2% | -50.2% |
| 3Y | -54.1% | +21.2% | -75.3% | -61.1% |
| 5Y | -75.6% | -11.5% | -64.1% | -76.6% |
| 10Y | +242.3% | +23.7% | +218.6% | +205.7% |
| All | +242.3% | +24.7% | +217.6% | +205.7% |
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