-2.1%
IGV vs HUBS
-46.5%
+44.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.4% |
| 7D | -4.5% | -5.0% | +0.5% | -3.1% |
| 30D | +3.2% | -1.0% | +4.3% | +2.5% |
| 3M | +4.5% | +12.4% | -7.8% | -0.9% |
| 6M | +22.1% | -11.1% | +33.2% | +20.9% |
| YTD | -1.0% | -38.3% | +37.3% | +6.3% |
| 1Y | -2.1% | -46.7% | +44.6% | +7.8% |
| All | -2.1% | -46.5% | +44.4% | +7.8% |
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