+72.2%
DOCU vs HUBB
+413.3%
-341.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +6.9% | +0.5% | +6.3% | +6.7% |
| 30D | +19.0% | -10.0% | +29.0% | +23.3% |
| 3M | +34.3% | -4.8% | +39.1% | +34.9% |
| 6M | +48.0% | -5.6% | +53.6% | +47.4% |
| YTD | 0.0% | +4.7% | -4.6% | -5.2% |
| 1Y | -10.3% | +6.7% | -16.9% | -16.0% |
| 3Y | +32.4% | +45.8% | -13.4% | +5.3% |
| 5Y | -77.9% | +145.9% | -223.9% | -86.0% |
| All | +72.2% | +413.3% | -341.1% | -11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling