+97.0%
ARES vs HUBB
+148.7%
-51.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.9% |
| 7D | -2.7% | +1.1% | -3.8% | -3.3% |
| 30D | -2.4% | -9.6% | +7.2% | +3.3% |
| 3M | +3.9% | -6.2% | +10.1% | +6.5% |
| 6M | +26.4% | -6.2% | +32.5% | +27.3% |
| YTD | -14.9% | +3.4% | -18.2% | -20.0% |
| 1Y | -20.4% | +5.3% | -25.7% | -26.5% |
| 3Y | +38.8% | +44.4% | -5.6% | +1.8% |
| 5Y | +97.0% | +152.4% | -55.4% | -10.2% |
| All | +97.0% | +148.7% | -51.7% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling