-16.3%
DOCU vs HUBB
+7.0%
-23.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +6.9% | +0.5% | +6.3% | +7.0% |
| 30D | +19.0% | -10.0% | +29.0% | +16.8% |
| 3M | +34.3% | -4.8% | +39.1% | +33.0% |
| 6M | +48.0% | -5.6% | +53.6% | +46.5% |
| YTD | 0.0% | +4.7% | -4.6% | -2.6% |
| All | -16.3% | +7.0% | -23.3% | -21.3% |
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