+398.9%
HUBB vs DOC
+15.7%
+383.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.3% |
| 7D | +1.7% | +6.5% | -4.8% | -0.4% |
| 30D | -9.7% | +9.2% | -18.8% | -12.4% |
| 3M | -15.2% | -2.5% | -12.7% | -14.7% |
| 6M | -14.0% | +7.1% | -21.1% | -16.5% |
| YTD | -2.4% | +33.0% | -35.4% | -13.3% |
| 1Y | -5.8% | +23.3% | -29.1% | -14.0% |
| 3Y | +60.4% | +44.9% | +15.5% | +34.5% |
| 5Y | +125.4% | -21.6% | +147.0% | +137.7% |
| All | +398.9% | +15.7% | +383.2% | +363.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling