-54.2%
HUBS vs DOCN
+74.7%
-128.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -3.0% |
| 7D | -14.6% | -19.2% | +4.6% | -8.7% |
| 30D | -8.9% | -43.1% | +34.1% | +7.4% |
| 3M | -0.9% | -40.7% | +39.8% | +11.7% |
| 6M | -14.7% | -55.0% | +40.3% | +0.8% |
| YTD | -50.0% | +50.6% | -100.6% | -67.6% |
| 1Y | -49.2% | +54.0% | -103.2% | -67.7% |
| 3Y | -52.3% | +203.9% | -256.2% | -81.1% |
| 5Y | -75.0% | -29.4% | -45.6% | -83.3% |
| All | -54.2% | +74.7% | -128.9% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 all: compounded portfolio wealth divided by compounded DOCN 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…
all analysis · Full analysis span regression · 6 months rolling