+203.8%
DHR vs HUBS
+323.9%
-120.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -3.6% | -9.0% | +5.4% | -1.9% |
| 30D | -2.7% | +7.2% | -10.0% | -4.4% |
| 3M | +10.9% | +20.9% | -9.9% | +5.3% |
| 6M | +3.0% | -13.0% | +16.1% | +2.4% |
| YTD | -12.2% | -43.8% | +31.6% | -5.6% |
| 1Y | +3.3% | -54.6% | +58.0% | +15.2% |
| 3Y | -8.2% | -58.5% | +50.2% | +1.3% |
| 5Y | -29.9% | -66.4% | +36.5% | -25.0% |
| All | +203.8% | +323.9% | -120.1% | +84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling