-16.1%
IP vs HUBB
+147.2%
-163.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.6% |
| 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% | -21.7% |
| 3Y | +20.9% | +45.8% | -24.9% | +3.0% |
| All | -16.1% | +147.2% | -163.3% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling