+98.6%
DOCU vs HUBB
+366.6%
-267.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.5% | -0.5% |
| 7D | -3.2% | -4.4% | +1.2% | -1.9% |
| 30D | +15.7% | -13.7% | +29.4% | +21.3% |
| 3M | +37.3% | -18.2% | +55.5% | +46.1% |
| 6M | +63.1% | -17.0% | +80.2% | +70.7% |
| YTD | +15.4% | -4.9% | +20.2% | +12.4% |
| 1Y | +11.3% | -9.4% | +20.7% | +10.5% |
| 3Y | +92.1% | +54.4% | +37.6% | +47.6% |
| 5Y | -70.5% | +119.8% | -190.3% | -80.6% |
| All | +98.6% | +366.6% | -267.9% | +4.5% |
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