+428.6%
HUBB vs ARWR
+1,080.6%
-652.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -1.7% | -4.3% | +2.6% | -1.3% |
| 30D | -12.7% | -7.3% | -5.4% | -12.0% |
| 3M | -2.9% | +17.0% | -20.0% | -4.7% |
| 6M | -4.8% | +39.8% | -44.6% | -8.5% |
| YTD | +2.8% | +24.7% | -21.9% | -0.2% |
| 1Y | +3.5% | +186.5% | -182.9% | -8.1% |
| 3Y | +43.5% | +176.8% | -133.2% | +22.3% |
| 5Y | +154.2% | +29.3% | +124.9% | +124.7% |
| All | +428.6% | +1,080.6% | -652.0% | +285.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling