+174.6%
ARM vs HUBB
+40.8%
+133.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.5% | +2.2% | +2.3% |
| 7D | -15.2% | +1.7% | -16.9% | -16.2% |
| 30D | -40.7% | -9.7% | -31.0% | -34.2% |
| 3M | -39.1% | -15.2% | -23.9% | -28.0% |
| 6M | -26.4% | -14.0% | -12.4% | -13.9% |
| YTD | +59.7% | -2.4% | +62.2% | +61.1% |
| 1Y | +10.3% | -5.8% | +16.1% | +14.9% |
| 3Y | +228.9% | +60.4% | +168.4% | +116.1% |
| All | +174.6% | +40.8% | +133.8% | +102.4% |
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