-48.1%
DOCS vs HUBB
-7.4%
-40.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.6% | -1.6% |
| 7D | -0.8% | +1.7% | -2.4% | -0.5% |
| 30D | +17.4% | -9.7% | +27.1% | +15.5% |
| 3M | +57.4% | -15.2% | +72.5% | +53.4% |
| 6M | +26.5% | -14.0% | +40.5% | +23.3% |
| YTD | -26.6% | -2.4% | -24.1% | -31.9% |
| 1Y | -48.1% | -5.8% | -42.2% | -50.8% |
| All | -48.1% | -7.4% | -40.6% | -50.8% |
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