+223.5%
IWM vs HUBS
+629.7%
-406.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.2% |
| 7D | +1.4% | -4.3% | +5.7% | +2.3% |
| 30D | -2.3% | +14.2% | -16.5% | -5.6% |
| 3M | +4.0% | +15.5% | -11.6% | -1.4% |
| 6M | +17.9% | -18.9% | +36.9% | +18.3% |
| YTD | +20.2% | -40.1% | +60.3% | +27.9% |
| 1Y | +25.0% | -51.8% | +76.7% | +39.1% |
| 3Y | +66.0% | -55.2% | +121.2% | +83.0% |
| 5Y | +40.0% | -64.7% | +104.7% | +51.5% |
| 10Y | +166.9% | +327.0% | -160.1% | +53.6% |
| All | +223.5% | +629.7% | -406.1% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling