-76.5%
DOCU vs HUBB
+147.2%
-223.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +6.9% | +0.5% | +6.3% | +6.6% |
| 30D | +19.0% | -10.0% | +29.0% | +23.9% |
| 3M | +34.3% | -4.8% | +39.1% | +34.8% |
| 6M | +48.0% | -5.6% | +53.6% | +46.8% |
| YTD | 0.0% | +4.7% | -4.6% | -7.1% |
| 1Y | -10.3% | +6.7% | -16.9% | -18.0% |
| 3Y | +32.4% | +45.8% | -13.4% | -6.6% |
| All | -76.5% | +147.2% | -223.7% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling