+287.9%
HUBS vs IP
+20.8%
+267.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.2% |
| 7D | +8.3% | -0.3% | +8.6% | +8.3% |
| 30D | -4.0% | +7.9% | -11.9% | -6.7% |
| 3M | -9.7% | -15.3% | +5.6% | -4.7% |
| 6M | +21.4% | +10.5% | +10.9% | +15.9% |
| YTD | -45.9% | -9.4% | -36.5% | -45.7% |
| 1Y | -44.4% | -4.6% | -39.8% | -45.4% |
| 3Y | -49.7% | +21.2% | -70.9% | -57.5% |
| 5Y | -74.2% | -13.3% | -60.9% | -75.1% |
| All | +287.9% | +20.8% | +267.1% | +231.4% |
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