-48.6%
HUBS vs DOC
+22.3%
-71.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -6.4% | +1.0% | -7.4% | -6.4% |
| 30D | -9.2% | +8.1% | -17.3% | -9.5% |
| 3M | -8.0% | +0.9% | -8.9% | -8.3% |
| 6M | +6.0% | +6.3% | -0.3% | +8.2% |
| YTD | -49.4% | +33.8% | -83.2% | -48.1% |
| 1Y | -48.6% | +21.6% | -70.3% | -47.0% |
| All | -48.6% | +22.3% | -71.0% | -47.0% |
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