+22.4%
IP vs HUBB
+396.5%
-374.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -2.0% |
| 7D | -2.8% | +1.2% | -4.0% | -3.4% |
| 30D | +9.2% | -6.4% | +15.6% | +12.4% |
| 3M | -16.1% | -14.4% | -1.7% | -9.9% |
| 6M | +9.6% | -9.0% | +18.5% | +13.2% |
| YTD | -8.8% | +0.7% | -9.5% | -11.2% |
| 1Y | -5.5% | -0.3% | -5.2% | -7.6% |
| 3Y | +19.6% | +59.2% | -39.6% | -14.4% |
| 5Y | -13.5% | +130.2% | -143.7% | -53.7% |
| 10Y | +22.4% | +391.8% | -369.4% | -60.5% |
| All | +22.4% | +396.5% | -374.1% | -60.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling