+84.9%
IWD vs HUBB
+57.0%
+27.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.3% | +1.8% | +0.5% | +1.9% |
| 30D | +3.6% | -7.7% | +11.3% | +5.3% |
| 3M | +2.2% | -13.6% | +15.7% | +5.4% |
| 6M | +13.0% | -9.1% | +22.1% | +14.6% |
| YTD | +26.5% | -0.7% | +27.3% | +24.5% |
| 1Y | +30.1% | +1.1% | +29.1% | +27.3% |
| 3Y | +84.9% | +56.2% | +28.7% | +58.8% |
| All | +84.9% | +57.0% | +27.8% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling