+859.8%
IAU vs HUBB
+1,489.9%
-630.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.8% |
| 7D | +0.7% | +4.8% | -4.1% | +0.6% |
| 30D | +0.3% | -9.3% | +9.6% | +0.6% |
| 3M | +0.7% | -3.9% | +4.6% | +0.8% |
| 6M | -15.5% | -0.8% | -14.7% | -15.5% |
| YTD | +1.0% | +5.6% | -4.6% | +0.8% |
| 1Y | +19.6% | +7.7% | +11.8% | +19.3% |
| 3Y | +125.4% | +47.5% | +78.0% | +123.0% |
| 5Y | +140.7% | +153.7% | -12.9% | +135.1% |
| 10Y | +218.1% | +433.0% | -214.9% | +204.5% |
| All | +859.8% | +1,489.9% | -630.1% | +789.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 all: compounded portfolio wealth divided by compounded HUBB 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…
all analysis · Full analysis span regression · 6 months rolling