-54.2%
HUBS vs IP
-23.5%
-30.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.1% | +0.8% | -3.9% |
| 7D | -6.2% | -4.6% | -1.7% | -5.9% |
| 30D | +6.6% | -15.3% | +21.9% | +7.7% |
| 3M | +16.4% | +2.7% | +13.8% | +18.2% |
| 6M | -19.7% | -7.4% | -12.4% | -18.4% |
| YTD | -42.6% | -8.8% | -33.8% | -41.4% |
| 1Y | -54.2% | -22.4% | -31.7% | -53.7% |
| All | -54.2% | -23.5% | -30.7% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling