+71.5%
IWD vs HUBB
+48.8%
+22.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | -0.2% | +4.8% | -5.0% | -1.3% |
| 30D | -0.8% | -9.3% | +8.5% | +1.4% |
| 3M | +8.0% | -3.9% | +11.9% | +8.5% |
| 6M | +18.2% | -0.8% | +19.0% | +17.1% |
| YTD | +22.3% | +5.6% | +16.8% | +19.0% |
| 1Y | +28.9% | +7.7% | +21.1% | +24.4% |
| 3Y | +71.5% | +47.5% | +24.1% | +50.3% |
| All | +71.5% | +48.8% | +22.7% | +50.3% |
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