-54.1%
HUBS vs IYR
+12.4%
-66.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.1% | -7.3% | -5.0% |
| 7D | -13.0% | +6.9% | -19.9% | -14.7% |
| 30D | -1.8% | +10.2% | -12.0% | -4.6% |
| 3M | -13.0% | -0.3% | -12.6% | -12.8% |
| 6M | -12.4% | +3.6% | -16.1% | -10.9% |
| YTD | -46.0% | +12.5% | -58.5% | -48.0% |
| 1Y | -54.1% | +12.4% | -66.5% | -56.0% |
| All | -54.1% | +12.4% | -66.5% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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