+39.3%
ARES vs HUBB
+44.4%
-5.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.9% |
| 7D | -2.7% | +1.1% | -3.8% | -3.2% |
| 30D | -2.4% | -9.6% | +7.2% | +2.9% |
| 3M | +3.9% | -6.2% | +10.1% | +6.3% |
| 6M | +26.4% | -6.2% | +32.5% | +26.8% |
| YTD | -14.9% | +3.4% | -18.2% | -20.4% |
| 1Y | -20.4% | +5.3% | -25.7% | -27.0% |
| All | +39.3% | +44.4% | -5.2% | -1.7% |
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