+51.6%
IBIT vs HUBB
+39.4%
+12.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.2% | -4.0% |
| 7D | -6.2% | +4.6% | -10.8% | -7.9% |
| 30D | -14.4% | -8.4% | -6.0% | -11.5% |
| 3M | +12.5% | -14.3% | +26.8% | +19.2% |
| 6M | -11.9% | -9.3% | -2.6% | -9.7% |
| YTD | -18.7% | -0.5% | -18.2% | -21.0% |
| 1Y | -29.9% | -2.1% | -27.8% | -31.5% |
| All | +51.6% | +39.4% | +12.2% | +23.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling