-60.9%
HUBS vs DOCS
-41.2%
-19.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -4.0% |
| 7D | -6.2% | -8.1% | +1.9% | -3.8% |
| 30D | +6.6% | -5.6% | +12.2% | +8.9% |
| 3M | +16.4% | +18.3% | -1.8% | +10.1% |
| 6M | -19.7% | -5.1% | -14.6% | -19.8% |
| YTD | -42.6% | -45.4% | +2.7% | -33.0% |
| 1Y | -54.2% | -65.2% | +11.0% | -39.3% |
| 3Y | -57.1% | +6.6% | -63.8% | -63.9% |
| 5Y | -66.2% | -76.1% | +9.9% | -63.2% |
| All | -60.9% | -41.2% | -19.6% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling