+35.8%
ARM vs HUBB
-1.9%
+37.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.4% |
| 7D | +9.1% | +1.8% | +7.4% | +7.7% |
| 30D | -19.9% | -7.7% | -12.3% | -14.0% |
| 3M | -31.6% | -13.6% | -18.1% | -22.9% |
| 6M | -13.9% | -9.1% | -4.7% | -4.6% |
| YTD | +74.3% | -0.7% | +75.0% | +79.6% |
| 1Y | +35.8% | +1.1% | +34.7% | +39.2% |
| All | +35.8% | -1.9% | +37.7% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling