+990.2%
IBKR vs HUBS
+323.9%
+666.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.0% |
| 7D | -1.3% | -9.0% | +7.6% | +0.4% |
| 30D | -0.2% | +7.2% | -7.5% | -2.1% |
| 3M | +3.0% | +20.9% | -17.9% | -2.9% |
| 6M | +33.9% | -13.0% | +46.9% | +32.6% |
| YTD | +42.5% | -43.8% | +86.4% | +53.4% |
| 1Y | +44.9% | -54.6% | +99.5% | +62.4% |
| 3Y | +293.0% | -58.5% | +351.5% | +339.6% |
| 5Y | +497.7% | -66.4% | +564.1% | +551.6% |
| All | +990.2% | +323.9% | +666.3% | +483.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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