-3.4%
HUBB vs DOC
+21.8%
-25.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -2.3% |
| 7D | +0.2% | +8.7% | -8.5% | +0.6% |
| 30D | -8.8% | +7.6% | -16.5% | -8.4% |
| 3M | -12.5% | -5.3% | -7.2% | -12.5% |
| 6M | -14.5% | +27.6% | -42.1% | -14.0% |
| YTD | -0.4% | +32.4% | -32.8% | -0.9% |
| 1Y | -3.4% | +22.9% | -26.3% | -1.6% |
| All | -3.4% | +21.8% | -25.3% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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