+315.5%
ARM vs HUBS
-55.9%
+371.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.3% | +2.1% |
| 7D | +12.5% | -6.2% | +18.7% | +14.2% |
| 30D | -1.4% | +6.6% | -8.0% | -3.9% |
| 3M | -18.7% | +16.4% | -35.1% | -25.9% |
| 6M | +124.6% | -19.7% | +144.4% | +129.4% |
| YTD | +141.7% | -42.6% | +184.4% | +186.6% |
| 1Y | +87.7% | -54.2% | +141.8% | +146.1% |
| All | +315.5% | -55.9% | +371.4% | +391.9% |
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