+17.6%
IP vs HUBB
+381.1%
-363.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.6% |
| 7D | -0.3% | +1.8% | -2.0% | -1.2% |
| 30D | +7.9% | -7.7% | +15.6% | +11.8% |
| 3M | -15.3% | -13.6% | -1.8% | -9.5% |
| 6M | +10.5% | -9.1% | +19.6% | +14.3% |
| YTD | -9.4% | -0.7% | -8.6% | -11.1% |
| 1Y | -4.6% | +1.1% | -5.7% | -7.4% |
| 3Y | +21.2% | +56.2% | -34.9% | -12.4% |
| 5Y | -13.3% | +126.6% | -139.9% | -53.2% |
| All | +17.6% | +381.1% | -363.5% | -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