+151.1%
HUBB vs DOC
-24.5%
+175.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.6% |
| 7D | +0.5% | -1.5% | +2.0% | +0.9% |
| 30D | -10.0% | -4.8% | -5.2% | -8.9% |
| 3M | -4.8% | +6.9% | -11.7% | -6.8% |
| 6M | -5.6% | +20.7% | -26.3% | -11.1% |
| YTD | +4.7% | +34.1% | -29.5% | -5.2% |
| 1Y | +6.7% | +22.6% | -16.0% | -0.8% |
| 3Y | +45.8% | +20.8% | +24.9% | +35.2% |
| All | +151.1% | -24.5% | +175.7% | +187.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling