+76.9%
IVV vs HUBS
-57.3%
+134.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.9% | 0.0% |
| 7D | -0.4% | -6.2% | +5.9% | +0.3% |
| 30D | -1.4% | +6.6% | -8.0% | -2.2% |
| 3M | +3.7% | +16.4% | -12.7% | +1.0% |
| 6M | +13.0% | -19.7% | +32.8% | +14.6% |
| YTD | +12.4% | -42.6% | +55.1% | +20.6% |
| 1Y | +18.6% | -54.2% | +72.8% | +32.1% |
| All | +76.9% | -57.3% | +134.2% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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