+33.9%
IBKR vs HUBB
-3.0%
+36.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.8% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | -0.2% | -10.0% | +9.7% | +1.9% |
| 3M | +3.0% | -1.6% | +4.5% | +2.0% |
| 6M | +33.9% | -3.1% | +36.9% | +25.0% |
| All | +33.9% | -3.0% | +36.8% | +25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling