+199.6%
ARM vs HUBB
+43.2%
+156.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.4% |
| 7D | +9.1% | +1.8% | +7.4% | +7.5% |
| 30D | -19.9% | -7.7% | -12.3% | -12.9% |
| 3M | -31.6% | -13.6% | -18.1% | -20.4% |
| 6M | -13.9% | -9.1% | -4.7% | -4.2% |
| YTD | +74.3% | -0.7% | +75.0% | +73.2% |
| 1Y | +35.8% | +1.1% | +34.7% | +31.8% |
| 3Y | +268.6% | +56.2% | +212.4% | +145.8% |
| All | +199.6% | +43.2% | +156.4% | +117.7% |
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 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