-71.7%
DOCU vs HUBB
+123.0%
-194.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.6% |
| 7D | -5.5% | +1.7% | -7.2% | -6.3% |
| 30D | +12.6% | -9.7% | +22.3% | +16.7% |
| 3M | +36.4% | -15.2% | +51.6% | +44.4% |
| 6M | +66.8% | -14.0% | +80.8% | +72.9% |
| YTD | +13.5% | -2.4% | +15.9% | +7.6% |
| 1Y | +11.3% | -5.8% | +17.1% | +7.4% |
| 3Y | +92.1% | +60.4% | +31.6% | +22.3% |
| All | -71.7% | +123.0% | -194.6% | -88.4% |
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