+356.7%
IP vs HUBB
+152,497.5%
-152,140.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -5.3% | +0.5% | -5.8% | -5.3% |
| 30D | -10.9% | -10.0% | -0.8% | -10.7% |
| 3M | +11.2% | -4.8% | +15.9% | +11.2% |
| 6M | -10.2% | -5.6% | -4.7% | -10.2% |
| YTD | -2.0% | +4.7% | -6.6% | -2.1% |
| 1Y | -19.1% | +6.7% | -25.8% | -19.2% |
| 3Y | +20.9% | +45.8% | -24.9% | +20.2% |
| 5Y | -17.8% | +145.9% | -163.7% | -18.8% |
| 10Y | +23.5% | +418.6% | -395.1% | +21.2% |
| All | +356.7% | +152,497.5% | -152,140.8% | +371.7% |
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