+23.9%
IP vs HUBB
+46.3%
-22.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -5.3% | +0.5% | -5.8% | -5.4% |
| 30D | -10.9% | -10.0% | -0.8% | -7.6% |
| 3M | +11.2% | -4.8% | +15.9% | +12.5% |
| 6M | -10.2% | -5.6% | -4.7% | -8.9% |
| YTD | -2.0% | +4.7% | -6.6% | -4.1% |
| 1Y | -19.1% | +6.7% | -25.8% | -21.6% |
| All | +23.9% | +46.3% | -22.4% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling