-7.5%
IGV vs HUBS
-54.7%
+47.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +2.1% |
| 7D | -7.5% | -13.0% | +5.5% | -3.7% |
| 30D | -5.6% | -1.8% | -3.8% | -5.5% |
| 3M | +1.5% | -13.0% | +14.5% | +3.9% |
| 6M | +17.1% | -12.4% | +29.6% | +16.8% |
| YTD | -2.0% | -46.0% | +44.0% | +8.7% |
| 1Y | -7.5% | -54.1% | +46.6% | +5.0% |
| All | -7.5% | -54.7% | +47.2% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling