-66.4%
HUBS vs ARES
+94.4%
-160.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -9.0% | -6.1% | -2.9% | -4.9% |
| 30D | +7.2% | -7.5% | +14.8% | +13.8% |
| 3M | +20.9% | +0.1% | +20.8% | +20.4% |
| 6M | -13.0% | +30.3% | -43.3% | -29.6% |
| YTD | -43.8% | -16.6% | -27.2% | -38.3% |
| 1Y | -54.6% | -26.1% | -28.5% | -45.9% |
| 3Y | -58.5% | +36.4% | -94.9% | -72.9% |
| All | -66.4% | +94.4% | -160.8% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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