-46.7%
HUBS vs DOC
+23.5%
-70.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.6% |
| 7D | -11.8% | +5.9% | -17.7% | -12.0% |
| 30D | -9.8% | +10.3% | -20.1% | -10.2% |
| 3M | -2.1% | -2.2% | +0.1% | -2.4% |
| 6M | +4.4% | +8.2% | -3.8% | +6.5% |
| YTD | -48.7% | +35.4% | -84.0% | -47.6% |
| All | -46.7% | +23.5% | -70.2% | -45.1% |
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