+319.9%
IP vs HUBB
+138,609.6%
-138,289.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.5% | -3.9% |
| 7D | -5.0% | -4.4% | -0.5% | -4.9% |
| 30D | +6.5% | -13.7% | +20.3% | +6.7% |
| 3M | -18.0% | -18.2% | +0.2% | -17.8% |
| 6M | +10.3% | -17.0% | +27.3% | +10.6% |
| YTD | -9.9% | -4.9% | -5.0% | -9.8% |
| 1Y | -1.1% | -9.4% | +8.4% | -0.9% |
| 3Y | +13.0% | +54.4% | -41.4% | +12.3% |
| 5Y | -12.3% | +119.8% | -132.1% | -13.2% |
| 10Y | +26.8% | +397.1% | -370.2% | +24.6% |
| All | +319.9% | +138,609.6% | -138,289.7% | +334.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling