-44.4%
HUBS vs DOC
+21.6%
-66.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | +8.3% | -0.9% | +9.2% | +8.3% |
| 30D | -4.0% | +7.7% | -11.7% | -4.3% |
| 3M | -9.7% | -2.0% | -7.7% | -9.9% |
| 6M | +21.4% | +5.9% | +15.5% | +24.1% |
| YTD | -45.9% | +31.8% | -77.7% | -44.4% |
| 1Y | -44.4% | +22.5% | -66.9% | -42.7% |
| All | -44.4% | +21.6% | -66.0% | -42.7% |
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 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