+268.6%
ARM vs HUBS
-49.2%
+317.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.3% | -4.8% |
| 7D | +9.1% | +8.3% | +0.8% | +7.2% |
| 30D | -19.9% | -4.0% | -16.0% | -19.5% |
| 3M | -31.6% | -9.7% | -22.0% | -31.2% |
| 6M | -13.9% | +21.4% | -35.2% | -24.4% |
| YTD | +74.3% | -45.9% | +120.2% | +107.1% |
| 1Y | +35.8% | -44.4% | +80.2% | +58.1% |
| 3Y | +268.6% | -49.7% | +318.3% | +304.7% |
| All | +268.6% | -49.2% | +317.8% | +304.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 3y: compounded portfolio wealth divided by compounded HUBS 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…
3y analysis · Full analysis span regression · 6 months rolling