+152.4%
HUBB vs ARWR
+25.7%
+126.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.8% |
| 7D | +1.1% | -3.2% | +4.3% | +1.5% |
| 30D | -9.6% | -6.5% | -3.2% | -8.9% |
| 3M | -6.2% | +12.7% | -18.9% | -7.9% |
| 6M | -6.2% | +36.2% | -42.3% | -10.3% |
| YTD | +3.4% | +24.5% | -21.1% | -0.4% |
| 1Y | +5.3% | +198.0% | -192.7% | -9.6% |
| 3Y | +44.4% | +176.4% | -132.0% | +17.4% |
| 5Y | +152.4% | +26.6% | +125.8% | +110.7% |
| All | +152.4% | +25.7% | +126.7% | +110.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling