+323.5%
IP vs HUBB
+142,140.4%
-141,816.9%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.8% |
| 7D | -5.1% | +1.7% | -6.7% | -5.1% |
| 30D | +8.5% | -9.7% | +18.2% | +8.7% |
| 3M | -13.8% | -15.2% | +1.3% | -13.7% |
| 6M | +5.7% | -14.0% | +19.7% | +5.9% |
| YTD | -9.1% | -2.4% | -6.7% | -9.1% |
| 1Y | -0.8% | -5.8% | +5.0% | -0.8% |
| 3Y | +14.8% | +60.4% | -45.6% | +14.1% |
| 5Y | -11.5% | +125.4% | -136.9% | -12.5% |
| 10Y | +27.9% | +409.7% | -381.8% | +25.6% |
| All | +323.5% | +142,140.4% | -141,816.9% | +337.8% |
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