+55.4%
IVZ vs HUBB
+8.5%
+46.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +0.6% | +0.5% | +0.1% | +0.4% |
| 30D | +4.0% | -10.0% | +14.0% | +8.3% |
| 3M | +18.2% | -4.8% | +22.9% | +19.4% |
| 6M | +32.8% | -5.6% | +38.4% | +32.6% |
| YTD | +28.7% | +4.7% | +24.1% | +22.1% |
| 1Y | +55.4% | +6.7% | +48.7% | +43.8% |
| All | +55.4% | +8.5% | +46.9% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling