+52.6%
DOCS vs HUBB
+58.1%
-5.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.6% | -2.6% |
| 7D | -0.8% | +1.7% | -2.4% | -1.2% |
| 30D | +17.4% | -9.7% | +27.1% | +19.9% |
| 3M | +57.4% | -15.2% | +72.5% | +62.9% |
| 6M | +26.5% | -14.0% | +40.5% | +29.5% |
| YTD | -26.6% | -2.4% | -24.1% | -29.9% |
| 1Y | -48.1% | -5.8% | -42.2% | -49.8% |
| 3Y | +52.6% | +60.4% | -7.8% | +9.9% |
| All | +52.6% | +58.1% | -5.5% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling