+378.0%
HUBB vs DOC
+21.5%
+356.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.8% |
| 7D | +4.6% | 0.0% | +4.6% | +4.6% |
| 30D | -8.4% | +6.6% | -14.9% | -10.4% |
| 3M | -14.3% | -1.1% | -13.2% | -14.3% |
| 6M | -9.3% | +4.8% | -14.2% | -11.4% |
| YTD | -0.5% | +32.1% | -32.6% | -11.5% |
| 1Y | -2.1% | +21.9% | -24.0% | -10.4% |
| 3Y | +57.2% | +51.4% | +5.8% | +29.5% |
| 5Y | +127.1% | -21.2% | +148.3% | +139.1% |
| All | +378.0% | +21.5% | +356.6% | +341.7% |
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