+44.7%
IBKR vs HUBB
+8.5%
+36.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -3.3% | +0.5% | -3.8% | -3.5% |
| 30D | +4.5% | -10.0% | +14.5% | +9.0% |
| 3M | +6.5% | -4.8% | +11.2% | +7.0% |
| 6M | +34.2% | -5.6% | +39.7% | +32.3% |
| YTD | +44.5% | +4.7% | +39.8% | +32.7% |
| 1Y | +44.7% | +6.7% | +38.0% | +30.6% |
| All | +44.7% | +8.5% | +36.2% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling