+20.3%
ARM vs HUBB
-3.9%
+24.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.8% | +3.9% | +4.2% |
| 7D | -5.3% | +1.8% | -7.1% | -6.2% |
| 30D | -30.0% | -6.9% | -23.2% | -25.4% |
| 3M | -34.1% | -13.8% | -20.2% | -25.6% |
| 6M | -12.6% | -9.8% | -2.8% | -3.4% |
| YTD | +70.4% | +0.3% | +70.1% | +71.5% |
| All | +20.3% | -3.9% | +24.2% | +23.9% |
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