-37.0%
DOCS vs HUBB
-2.6%
-34.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.7% |
| 7D | -4.2% | +1.2% | -5.4% | -4.0% |
| 30D | +8.6% | -6.4% | +15.1% | +7.5% |
| 3M | +27.2% | -14.4% | +41.6% | +24.3% |
| 6M | +26.5% | -9.0% | +35.5% | +24.4% |
| YTD | -25.0% | +0.7% | -25.7% | -30.4% |
| 1Y | -37.0% | -0.3% | -36.7% | -41.6% |
| All | -37.0% | -2.6% | -34.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1y: compounded portfolio wealth divided by compounded HUBB 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…
1y analysis · Full analysis span regression · 6 months rolling