+422.9%
HUBB vs DOC
-2.1%
+425.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.7% |
| 7D | +0.5% | -1.5% | +2.0% | +1.0% |
| 30D | -10.0% | -4.8% | -5.2% | -8.6% |
| 3M | -4.8% | +6.9% | -11.7% | -7.3% |
| 6M | -5.6% | +20.7% | -26.3% | -12.6% |
| YTD | +4.7% | +34.1% | -29.5% | -7.0% |
| 1Y | +6.7% | +22.6% | -16.0% | -2.5% |
| 3Y | +45.8% | +20.8% | +24.9% | +31.4% |
| 5Y | +145.9% | -24.9% | +170.8% | +164.1% |
| All | +422.9% | -2.1% | +425.0% | +421.6% |
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 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