+23.1%
IGV vs HUBS
-66.4%
+89.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -2.9% | -9.0% | +6.1% | +0.5% |
| 30D | -1.5% | +7.2% | -8.8% | -4.6% |
| 3M | +11.7% | +20.9% | -9.2% | +1.0% |
| 6M | +18.4% | -13.0% | +31.5% | +18.6% |
| YTD | -3.9% | -43.8% | +39.9% | +12.8% |
| 1Y | -9.7% | -54.6% | +45.0% | +13.9% |
| 3Y | +38.4% | -58.5% | +96.9% | +74.3% |
| All | +23.1% | -66.4% | +89.6% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling